ETF comparison

IVVvsQUAL

US Large Cap vs Quality Factor.

iShares Core S&P 500 ETF · iShares MSCI USA Quality Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
44.4%

115 positions appear in both funds. Buying equal dollars of IVV and QUAL would leave roughly44.4%of each dollar exposed to the same underlying securities.

IVV only 55.6%Shared 44.4%QUAL only 55.5%
In IVV only
391 positions
Shared
115 positions
In QUAL only
6 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$883.99B
TTM yield
1.08%
Top-10 conc.
36.4%
QUAL

iShares MSCI USA Quality Factor ETF

iShares · Quality Factor

85composite / 100
Expense ratio
0.15%
Net assets
$47.69B
TTM yield
0.86%
Top-10 conc.
39.0%

Sub-score comparison

97
Cost
85
88
Tax efficiency
86
100
Liquidity
100
62
Concentration
59
Tracking quality
IVVsub-scoreQUAL

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IVV is 12 bps cheaper than QUAL. On a $100,000 position that's about $120/yr more in fees for QUAL.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IVV vs QUAL.

Top shared holdings

115 shared in total
#HoldingIn IVVIn QUALOverlap
1NVIDIA Corp.7.51%6.50%6.50%
2Apple, Inc.6.58%6.27%6.27%
3Microsoft Corp.4.29%5.04%4.29%
4Alphabet, Inc.3.25%2.53%2.53%
5Alphabet, Inc.2.59%2.11%2.11%
6Meta Platforms, Inc.1.92%3.49%1.92%
7Eli Lilly & Co.1.47%2.92%1.47%
8Berkshire Hathaway, Inc.1.42%2.11%1.42%
9Johnson & Johnson0.95%1.92%0.95%
10Applied Materials, Inc.0.89%2.45%0.89%
11Visa, Inc.0.88%3.08%0.88%
12Lam Research Corp.0.84%3.22%0.84%

Only in IVV

391 total
  • Amazon.com, Inc.3.61%
  • Broadcom, Inc.2.77%
  • Micron Technology, Inc.2.02%
  • Tesla, Inc.1.83%
  • Advanced Micro Devices, Inc.1.47%
  • JPMorgan Chase & Co.1.36%
  • Intel Corp.1.02%
  • Exxon Mobil Corp.0.88%
  • Cisco Systems, Inc.0.72%
  • AbbVie, Inc.0.69%

Only in QUAL

6 total
  • Oklo Inc0.71%
  • CARLISLE COMPANIES INCORPORATED0.10%
  • UNITED THERAPEUTICS CORPORATION0.09%
  • GRACO INC.0.09%
  • TRADEWEB MARKETS INC.0.05%
  • RPM INTERNATIONAL INC.0.04%

Open IVV or QUAL at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.