PlainIndex

ETF comparison

IVV vs VBR

US Large Cap vs US Small Cap.

iShares Core S&P 500 ETF · Vanguard Small-Cap Value Index Fund ETF Shares

Holdings overlap

0.0 %

0 positions appear in both funds. Buying equal dollars of IVV and VBR would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IVV only 0.0% Shared 0.0% VBR only 0.0%
In IVV only
0 positions
Shared
0 positions
In VBR only
0 positions

Holdings data for IVV covers 0.0% of fund weight. The remainder lacks matchable identifiers in the N-PORT filing.

Holdings data for VBR covers 0.0% of fund weight. The remainder lacks matchable identifiers in the N-PORT filing.

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

95 composite / 100
Expense ratio
0.030%
Net assets
$797.47B
TTM yield
1.12%
Top-10 conc.
VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Vanguard · US Small Cap

94 composite / 100
Expense ratio
0.050%
Net assets
$64.90B
TTM yield
1.78%
Top-10 conc.

Sub-score comparison

97
Cost
95
86
Tax efficiency
84
100
Liquidity
100
N/A
Concentration
N/A
Tracking quality
IVV sub-score VBR

Tracking-quality sub-score is not yet computed for any fund — see methodology for which inputs are live.

Cost difference

IVV is 2 bps cheaper than VBR. On a $100,000 position that's about $20/yr more in fees for VBR.

Fee figure is the annual expense charged on $100,000. It compounds over time — we publish a fuller cost-projection calculator on the methodology page.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IVV

0 total

Every IVV position is also held by VBR.

Only in VBR

0 total

Every VBR position is also held by IVV.

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.