ETF comparison
IVW vs VYM
US Large Cap Growth vs Dividend.
iShares S&P 500 Growth ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
42 positions appear in both funds. Buying equal dollars of IVW and VYM would leave roughly 17.1% 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
VYM 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 VYM.
Top shared holdings
42 shared in total| # | Holding | In IVW | In VYM | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC | 5.04% | 7.35% | 5.04% |
| 2 | JP MORGAN CHASE & COMPANY | 1.68% | 3.82% | 1.68% |
| 3 | CATERPILLAR INC | 1.38% | 1.50% | 1.38% |
| 4 | JOHNSON & JOHNSON | 1.02% | 2.51% | 1.02% |
| 5 | RTX CORP | 0.72% | 1.18% | 0.72% |
| 6 | CISCO SYSTEMS INC | 0.69% | 1.86% | 0.69% |
| 7 | ABBVIE INC | 0.58% | 1.80% | 0.58% |
| 8 | GOLDMAN SACHS GROUP INC (THE) | 0.55% | 1.13% | 0.55% |
| 9 | PHILIP MORRIS INTERNATIONAL INC | 0.44% | 1.21% | 0.44% |
| 10 | MORGAN STANLEY | 0.43% | 0.96% | 0.43% |
| 11 | INTERNATIONAL BUSINESS MACHINES CORP | 0.39% | 0.85% | 0.39% |
| 12 | AMGEN INC | 0.37% | 0.78% | 0.37% |
Only in IVW
105 total- NVIDIA CORP 13.65%
- MICROSOFT CORP 7.80%
- APPLE INC 5.98%
- ALPHABET INC 5.90%
- ALPHABET INC 4.70%
- MICRON TECHNOLOGY INC 3.67%
- META PLATFORMS INC 3.48%
- AMAZON.COM INC 3.48%
- ELI LILLY & COMPANY 2.67%
- ADVANCED MICRO DEVICES INC 2.67%
Only in VYM
562 total- ExxonMobil Holdings Corp 2.63%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Chevron Corp 1.48%
- Procter & Gamble Co/The 1.37%
- Home Depot Inc/The 1.34%
- Merck & Co Inc 1.31%
- Wells Fargo & Co 1.07%
- Texas Instruments Inc 1.02%
- Linde PLC 0.90%
Related comparisons
More comparisons with IVW
More comparisons with VYM
- VYM vs QUAL · iShares MSCI USA Quality Factor ETF 16.9%
- VYM vs IUSG · iShares Core S&P U.S. Growth ETF 16.8%
- VYM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 15.2%
- VYM vs JGRO · JPMorgan Active Growth ETF 15.0%
- VYM vs QQQM · Invesco NASDAQ 100 ETF 15.0%
- VYM vs QQQ · Invesco QQQ Trust 15.0%
Percentages are holdings overlap with the named fund.
Open IVW or VYM 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.