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IVV vs IVW

Comparison between ISHARES CORE S&P 500 ETF (IVV, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).

5-Year PerformanceIVW has outperformed IVV, delivering a return of +15.0% compared to +13.4%

IVV vs IVW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IVV
$798B
IVW
$70B
Expense Ratio
Winner
IVV
0.03%
IVW
0.18%
Max Drawdown
Winner
IVV
56.51%
IVW
61.38%
Sharpe Ratio
Winner
IVV
1.63
IVW
1.39
5Y Beta
Winner
IVV
0.97
IVW
1.21
P/E Ratio
Winner
IVV
28.84
IVW
31.60
Forward P/E
Winner
IVV
22.35
IVW
25.76
PEG Ratio
IVV
N/A
IVW
0.56
5Y Dividends CAGR
Winner
IVV
10.70%
IVW
2.69%
5Y EPS CAGR
IVV
25.97%
Winner
IVW
35.52%
Debt to Equity
Winner
IVV
32.24%
IVW
40.05%
P/S Ratio
Winner
IVV
3.70
IVW
6.19
P/B Ratio
Winner
IVV
5.57
IVW
8.95

IVV vs IVW - Holdings Comparison

IVV and IVW have 213 common holdings. Overlap is 64.18%

IVV's top 25 holdings weight is 52.23%. IVW's top 25 holdings weight is 73.33%.

RankIVVIVW
#1
NVIDIA CORP (NVDA) - 8.16%
NVIDIA CORP (NVDA) - 14.12%
#2
APPLE INC (AAPL) - 7.07%
APPLE INC (AAPL) - 5.92%
#3
MICROSOFT CORP (MSFT) - 4.84%
MICROSOFT CORP (MSFT) - 5.92%
#4
AMAZON.COM INC (AMZN) - 4.05%
BROADCOM INC (AVGO) - 5.88%
#5
ALPHABET INC CLASS A (GOOGL) - 3.47%
ALPHABET INC CLASS A (GOOGL) - 5.69%
#6
BROADCOM INC (AVGO) - 3.06%
ALPHABET INC CLASS C (GOOG) - 4.58%
#7
ALPHABET INC CLASS C (GOOG) - 2.77%
META PLATFORMS INC CLASS A (META) - 4.51%
#8
META PLATFORMS INC CLASS A (META) - 2.08%
AMAZON.COM INC (AMZN) - 3.98%
#9
TESLA INC (TSLA) - 1.87%
TESLA INC (TSLA) - 3.85%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
ELI LILLY AND CO (LLY) - 2.47%
#11
ELI LILLY AND CO (LLY) - 1.32%
VISA INC CLASS A (V) - 1.73%
#12
MICRON TECHNOLOGY INC (MU) - 1.32%
JPMORGAN CHASE & CO (JPM) - 1.54%
#13
JPMORGAN CHASE & CO (JPM) - 1.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
ADVANCED MICRO DEVICES INC (AMD) - 1.19%
MASTERCARD INC CLASS A (MA) - 1.39%
#15
EXXON MOBIL CORP (XOM) - 1.01%
n/a (PLTR) - 1.29%
#16
INTEL CORP (INTC) - 0.88%
NETFLIX INC (NFLX) - 1.28%
#17
JOHNSON & JOHNSON (JNJ) - 0.88%
COSTCO WHOLESALE CORP (COST) - 1.23%
#18
VISA INC CLASS A (V) - 0.86%
ORACLE CORP (ORCL) - 1.14%
#19
WALMART INC (WMT) - 0.82%
WALMART INC (WMT) - 1.04%
#20
CISCO SYSTEMS INC (CSCO) - 0.74%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90%
#21
COSTCO WHOLESALE CORP (COST) - 0.71%
CATERPILLAR INC (CAT) - 0.87%
#22
CATERPILLAR INC (CAT) - 0.64%
SALESFORCE INC (CRM) - 0.77%
#23
MASTERCARD INC CLASS A (MA) - 0.63%
INTUITIVE SURGICAL INC (ISRG) - 0.63%
#24
ABBVIE INC (ABBV) - 0.59%
AMERICAN EXPRESS CO (AXP) - 0.61%
#25
LAM RESEARCH CORP (LRCX) - 0.59%
UBER TECHNOLOGIES INC (UBER) - 0.60%
Total Holdings508220

IVV vs IVW - Historical Returns

Returns include dividend reinvestment.

1M
IVV
+1.92%
Winner
IVW
+2.40%
3M
IVV
+8.53%
Winner
IVW
+12.44%
6M
IVV
+8.19%
Winner
IVW
+8.32%
1Y
IVV
+25.86%
Winner
IVW
+29.43%
5Y(CAGR)
IVV
+13.39%
Winner
IVW
+15.01%
10Y(CAGR)
IVV
+15.23%
Winner
IVW
+17.58%
Max(CAGR)
IVV
+8.50%
Winner
IVW
+8.86%

IVV vs IVW - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIVVIVW
2026+8.26%+9.22%
2025+18.09%+21.97%
2024+25.66%+38.04%
2023+26.88%+31.48%
2022-18.64%-30.04%
2021+30.55%+33.79%
2020+17.28%+31.40%
2019+31.02%+31.01%
2018-5.17%-1.09%
2017+20.91%+26.35%
2016+13.75%+8.74%
2015+1.36%+5.47%
2014+14.58%+15.61%
2013+29.15%+29.06%
2012+14.19%+13.09%
2011+0.84%+3.57%
2010+13.22%+13.24%
2009+22.60%+27.20%
2008-36.23%-34.13%
2007+5.58%+9.09%
2006+13.97%+8.90%
2005+5.34%+4.62%
2004+10.66%+5.96%
2003+24.06%+21.29%
2002-22.34%-24.26%
2001-10.16%-8.59%
2000-6.05%-15.42%

IVV vs IVW Drawdown Comparison

The maximum drawdown for IVV was -55.25%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.

The current IVV drawdown is -2.90%. The current IVW drawdown is -4.94%.

RankIVVIVW
#1-55.25%
Oct 9, 2007 - Aug 16, 2012
-57.33%
Jul 17, 2000 - Feb 8, 2013
#2-47.28%
Aug 31, 2000 - Oct 25, 2006
-32.72%
Dec 27, 2021 - Mar 1, 2024
#3-33.90%
Feb 19, 2020 - Aug 10, 2020
-31.35%
Feb 19, 2020 - Jun 10, 2020
#4-24.52%
Jan 3, 2022 - Dec 13, 2023
-22.15%
Feb 19, 2025 - Jun 24, 2025
#5-19.37%
Sep 20, 2018 - Apr 12, 2019
-20.64%
Oct 1, 2018 - Apr 23, 2019
#6-18.75%
Feb 19, 2025 - Jun 26, 2025
-13.75%
Oct 29, 2025 - Apr 15, 2026
#7-12.99%
Jul 20, 2015 - Apr 18, 2016
-13.30%
Nov 3, 2015 - Jul 8, 2016
#8-10.06%
Jan 26, 2018 - Jul 25, 2018
-12.73%
Jul 10, 2024 - Oct 14, 2024
#9-9.46%
Sep 2, 2020 - Nov 11, 2020
-11.46%
Jul 20, 2015 - Oct 29, 2015
#10-9.00%
Jul 19, 2007 - Oct 5, 2007
-11.09%
Sep 2, 2020 - Dec 4, 2020
#11-8.89%
Jan 28, 2026 - Apr 14, 2026
-9.87%
Jan 26, 2018 - Jun 4, 2018
#12-8.41%
Jul 16, 2024 - Sep 19, 2024
-8.65%
Feb 12, 2021 - Apr 5, 2021
#13-7.34%
Sep 14, 2012 - Jan 2, 2013
-7.35%
Sep 18, 2014 - Oct 30, 2014
#14-7.29%
Sep 18, 2014 - Oct 31, 2014
-7.23%
Sep 7, 2021 - Oct 26, 2021
#15-6.63%
May 3, 2019 - Jun 20, 2019
-6.85%
Mar 22, 2024 - May 14, 2024

Correlation

Correlation between IVV and IVW is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IVV vs IVW dividend yield comparison.

YearIVVIVW
20260.24%0.08%
20251.17%0.40%
20241.30%0.43%
20231.44%1.03%
20221.66%0.92%
20211.20%0.46%
20201.57%0.82%
20191.85%1.63%
20182.21%1.28%
20171.75%1.30%
20162.01%1.51%
20152.27%1.51%
20141.83%1.37%
20131.80%1.45%
20122.10%1.82%
20112.07%1.62%
20101.77%1.38%
20091.93%1.38%
20082.95%1.67%
20071.90%1.16%
20061.67%1.18%
20051.72%1.27%
20041.74%1.69%
20031.47%1.09%
20021.68%1.07%
20011.16%0.68%
20000.64%0.39%

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