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IVV vs IUSG

iShares Core S&P 500 ETF vs iShares Core S&P U.S. Growth ETF

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

Key differences

  • IVV is significantly larger than IUSG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IUSG has delivered higher annualized returns.

Side-by-side comparison

IVVIUSG
Annual cost (TER)0.03%0.04%
Fund size (AUM)$797.5B$30.1B
Since20002000
Dividend yield1.12%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.2%+36.8%
CAGR 3Y+23.2%+28.2%
CAGR 5Y+14.4%+16.1%
Sharpe 3Y1.241.24
Volatility 1Y11.95%15.83%
Max drawdown-33.90%-32.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IVV and IUSG