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ETF comparison

IVV vs SUSA

US Large Cap vs US Total Market.

iShares Core S&P 500 ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
57.6 %

175 positions appear in both funds. Buying equal dollars of IVV and SUSA would leave roughly 57.6% of each dollar exposed to the same underlying securities.

IVV unmatched 42.2% Shared 57.6% SUSA unmatched 42.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IVV only
329 positions
Shared
175 positions
In SUSA only
18 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$881.27B
TTM yield
1.10%
Top-10 conc.
36.4%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79 composite / 100
Expense ratio
0.25%
Net assets
$4.04B
TTM yield
0.83%
Top-10 conc.
33.2%

Sub-score comparison

97
Cost
75
88
Tax efficiency
89
100
Liquidity
83
62
Concentration
67
—
Tracking quality
—
IVV sub-score SUSA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IVV is 22 bps cheaper than SUSA. On a $100,000 position that's about $220/yr more in fees for SUSA.

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

Top shared holdings

175 shared in total
# Holding In IVV In SUSA Overlap
1 NVIDIA Corp. 7.51% 7.35% 7.35%
2 Apple, Inc. 6.58% 6.67% 6.58%
3 Microsoft Corp. 4.29% 4.86% 4.29%
4 Broadcom, Inc. 2.77% 2.73% 2.73%
5 Alphabet, Inc. 3.25% 2.59% 2.59%
6 Alphabet, Inc. 2.59% 3.42% 2.59%
7 Eli Lilly & Co. 1.47% 1.41% 1.41%
8 Micron Technology, Inc. 2.02% 1.38% 1.38%
9 Tesla, Inc. 1.83% 1.36% 1.36%
10 Advanced Micro Devices, Inc. 1.47% 1.33% 1.33%
11 Applied Materials, Inc. 0.89% 1.15% 0.89%
12 Visa, Inc. 0.88% 1.10% 0.88%

Only in IVV

329 total
  • Amazon.com, Inc. 3.61%
  • Meta Platforms, Inc. 1.92%
  • Berkshire Hathaway, Inc. 1.42%
  • JPMorgan Chase & Co. 1.36%
  • Johnson & Johnson 0.95%
  • Exxon Mobil Corp. 0.88%
  • Walmart, Inc. 0.77%
  • AbbVie, Inc. 0.69%
  • UnitedHealth Group, Inc. 0.58%
  • Bank of America Corp. 0.58%

Only in SUSA

18 total
  • CHENIERE ENERGY, INC. 0.70%
  • TECHNIPFMC PLC 0.39%
  • MercadoLibre, Inc. 0.31%
  • CLOUDFLARE, INC. 0.31%
  • TWILIO INC. 0.26%
  • SNOWFLAKE INC. 0.22%
  • OKTA, INC. 0.18%
  • FERGUSON ENTERPRISES INC. 0.18%
  • MONGODB, INC. 0.15%
  • RIVIAN AUTOMOTIVE, INC. 0.11%

Percentages are holdings overlap with the named fund.

Open IVV or SUSA 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 methodology and 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.