ETF comparison
IVW vs VIG
US Large Cap Growth vs Dividend.
iShares S&P 500 Growth ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
41 positions appear in both funds. Buying equal dollars of IVW and VIG would leave roughly 31.1% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VIG is 14 bps cheaper than IVW. On a $100,000 position that's about $140/yr more in fees for IVW.
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 IVW vs VIG.
Top shared holdings
41 shared in total| # | Holding | In IVW | In VIG | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC | 5.04% | 4.63% | 4.63% |
| 2 | APPLE INC | 5.98% | 4.45% | 4.45% |
| 3 | MICROSOFT CORP | 7.80% | 4.34% | 4.34% |
| 4 | ELI LILLY & COMPANY | 2.67% | 3.93% | 2.67% |
| 5 | JP MORGAN CHASE & COMPANY | 1.68% | 4.07% | 1.68% |
| 6 | LAM RESEARCH CORP | 1.53% | 1.58% | 1.53% |
| 7 | CATERPILLAR INC | 1.38% | 1.62% | 1.38% |
| 8 | KLA CORP | 1.11% | 1.03% | 1.03% |
| 9 | JOHNSON & JOHNSON | 1.02% | 2.67% | 1.02% |
| 10 | VISA INC | 0.88% | 2.45% | 0.88% |
| 11 | MASTERCARD INC | 0.78% | 2.00% | 0.78% |
| 12 | CISCO SYSTEMS INC | 0.69% | 1.98% | 0.69% |
Only in IVW
106 total- NVIDIA CORP 13.65%
- ALPHABET INC 5.90%
- ALPHABET INC 4.70%
- MICRON TECHNOLOGY INC 3.67%
- META PLATFORMS INC 3.48%
- AMAZON.COM INC 3.48%
- ADVANCED MICRO DEVICES INC 2.67%
- BERKSHIRE HATHAWAY INC 2.58%
- TESLA INC 2.07%
- APPLIED MATERIALS INC 1.62%
Only in VIG
292 total- ExxonMobil Holdings Corp 2.78%
- Walmart Inc 2.11%
- Costco Wholesale Corp 1.83%
- Bank of America Corp 1.75%
- UnitedHealth Group Inc 1.63%
- Procter & Gamble Co/The 1.45%
- Home Depot Inc/The 1.43%
- Merck & Co Inc 1.39%
- Texas Instruments Inc 1.08%
- Linde PLC 0.96%
Related comparisons
More comparisons with IVW
- IVW vs IWD · iShares Russell 1000 Value ETF 30.0%
- IVW vs DGRO · iShares Core Dividend Growth ETF 24.8%
- IVW vs VTV · Vanguard Morningstar Value ETF 20.8%
- IVW vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 17.1%
- IVW vs VO · Vanguard Morningstar Mid-Cap ETF 7.5%
- IVW vs VB · Vanguard Morningstar Small-Cap ETF 0.9%
More comparisons with VIG
Percentages are holdings overlap with the named fund.
Open IVW or VIG 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.