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IVV vs. VUG

iShares Core S&P 500 ETF

IVV
$
Today’s Change
()
vs

Vanguard Growth ETF

VUG
$
Today’s Change
()

Correlation

1M
3M
6M
YTD
1Y
3Y
Max

Performance Measures**

for the time period May 19, 2000 to Dec 16, 2025

Returns

1M Trailing Return:

3M Trailing Return:

IVV

2.0%

3.2%

VUG

1.0%

1.9%

Diff.

+1%

+1.3%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

IVV

-55.3%

24.5%

VUG

-50.7%

20.0%

Diff.

-4.6%

+4.5%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

IVV

0.44

0.15

VUG

0.67

0.24

Diff.

-0.23

-0.09

IVViShares Core S&P 500 ETF
VUGVanguard Growth 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
**

IVV iShares Core S&P 500 ETF
VUG Vanguard Growth ETF
Inception date
May 15, 2000
Jan 26, 2004
Expense ratio
0.03%
0.04%
IVV has a lower expense ratio than VUG by 0.01%. This can indicate that it’s cheaper to invest in IVV than VUG.
Type
US Equities
US Equities
IVV targets investing in US Equities, while VUG targets investing in US Equities.
Fund owner
Blackrock (iShares)
Vanguard
IVV is managed by Blackrock (iShares), while VUG is managed by Vanguard.
Volume (1m avg. daily)
$1,773,176,007
$205,784,508
Both IVV and VUG 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
$89,278,316,853
IVV has more assets under management than VUG by $253,001,614,432. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
S&P 500 Index
CRSP U.S. Large Cap Growth Index
IVV is based off of the S&P 500 Index, while VUG is based off of the CRSP U.S. Large Cap Growth Index
Inverse/Leveraged
No
No
Neither IVV nor VUG use an inverse or leveraged strategy.
Passive/Active
Passive
Passive
IVV and VUG 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 VUG may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither IVV nor VUG require a K1.

Trading Strategies
Related toIVV

Bastardized Pareto's Portfolio

Category

Tactical allocation, risk-on/off, momentum, mean reversion, leveraged ETFs, vol hedge, commodities, bonds, EM

OOS Cumulative Return

79.43%

Trading Strategies
Related toVUG

S&P Growth vs Value

Category

US equities, Growth vs value rotation, Trend-following, Large-cap, Weekly rebalance, Equal-weight

OOS Cumulative Return

122.08%

Create your own algorithmic
trading strategy

Disclaimers

*

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.