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IVV vs. VTI

iShares Core S&P 500 ETF

IVV
$--
vs

Vanguard Total Stock Market ETF

VTI
$--

Correlation

1.00
IVViShares Core S&P 500 ETF
VTIVanguard Total Stock Market ETF

What is IVV?

The iShares S&P 500 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap stocks as represented by the Standard & Poors 500 Index.

Snapshot
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IVV iShares Core S&P 500 ETF
VTI Vanguard Total Stock Market ETF
Inception date
May 15 2000
May 24 2001
Expense ratio
0.03%
0.03%
IVV and VTI have the same expense ratio, meaning it’s equally as costly to invest in either one.
Type
US Equities
US Equities
IVV targets investing in US Equities, while VTI targets investing in US Equities.
Fund owner
Blackrock (iShares)
Vanguard
IVV is managed by Blackrock (iShares), while VTI is managed by Vanguard.
Volume (1m avg. daily)
$1,773,176,007
$607,495,967
Both IVV and VTI are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$342,279,931,285
$306,403,223,628
IVV has more assets under management than VTI by $35,876,707,657. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
S&P 500 Index
CRSP US Total Market Index
IVV is based off of the S&P 500 Index, while VTI is based off of the CRSP US Total Market Index
Inverse/Leveraged
No
No
IVV and VTI use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
IVV and VTI both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
No
IVV and VTI may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither IVV nor VTI require a K1.
IVV and VTI’s Correlation
When ETFs are correlated, there are 3 main topics to analyze that will help you build your automated trading strategy: liquidity, expense, and risk.
  • Liquidity: In an active trading strategy (trading multiple time per week), it’s important to consider the liquidity of the ETF you’re using. Lower liquidity can mean more money lost in slippage. AUM and average daily volume are both indicators of liquidity.
  • Expense: Some ETFs are more expensive to use than others. For strategies that are focused on longer holding periods, it’s important to factor in how expensive it is to hold this ETF. Expense ratio is the main indicator of how expensive an ETF is.
  • Risk: Some ETFs will be highly correlated, but have varying degrees of returns, due to leverage. It’s important to consider if an ETF is using leverage or not. The main indicators of a riskier ETF will be the use of leverage and higher standard deviation or max drawdown in a backtest.

Automated Strategies
Related toIVV

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

Automated Strategies
Related toVTI

#WIR

When Inflation is Rising

Category

Living With High Inflation, Worried about Inflation?

Risk Rating

Moderate

Create your own algorithmic
trading strategy

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.