IVV vs IWX — ETF Comparison
iShares Core S&P 500 ETF (IVV) and iShares Russell Top 200 Value ETF (IWX) differ in expense ratio (0.03% vs 0.20%) and AUM ($878.19B vs $3.89B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
IWX wins on 6 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($878.19B).
Basic Information
Metric
IVV
IWX
Fund Name
iShares Core S&P 500 ETF
iShares Russell Top 200 Value ETF
Issuer
iShares
iShares
Inception Date
May 15, 2000
Sep 22, 2009
Expense Ratio
0.03%
0.20%
AUM
$878.19B
$3.89B
Holdings Count
504
152
Current Price
$763.58
$113.37
Today's Change
-0.49%
-0.62%
Dividend Yield
1.09%
1.36%
Performance Comparison
Period
IVV
IWX
1M
-0.96%
+2.45%
3M
+2.79%
+4.12%
6M
+6.23%
+15.10%
YTD
+11.23%
+21.14%
1Y
+12.16%
+26.83%
3Y
+81.94%
+78.76%
5Y
+66.92%
+64.11%
Top Holdings
3 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
7.76%AAPLAPPLE
7.68%MSFTMICROSOFT
5.85%AMZNAMAZON.COM INC
3.71%GOOGLALPHABET CLASS A
2.88%AVGOBROADCOM INC
2.32%GOOGALPHABET CLASS C
2.30%METAMETA PLATFORMS CLASS A
2.16%TSLATESLA INC
1.60%LLYELI LILLY
1.58%IWX Holdings
AAPLAPPLE
8.36%AMZNAMAZON.COM INC
8.06%MSFTMICROSOFT
7.01%BRK-BBERKSHIRE HATHAWAY INC CLASS B
3.69%JPMJPMORGAN CHASE & CO
3.26%XOMEXXONMOBIL HOLDINGS CORP
2.66%JNJJOHNSON & JOHNSON
2.34%WMTWALMART
1.76%ABBVABBVIE
1.68%CVXCHEVRON
1.52%Sector Allocation
IVV Sectors
Information Technology37.47%
Financials12.05%
Health Care9.92%
Communication9.20%
Consumer Discretionary8.94%
Industrials8.01%
Consumer Staples4.94%
Energy3.72%
Utilities2.03%
Real Estate1.75%
Materials1.70%
Cash and/or Derivatives0.26%
IWX Sectors
Information Technology23.17%
Financials18.87%
Health Care14.07%
Consumer Discretionary10.91%
Consumer Staples8.33%
Industrials8.21%
Energy6.10%
Communication3.49%
Materials2.60%
Utilities2.31%
Real Estate1.67%
Cash and/or Derivatives0.27%
Frequently Asked Questions
More Comparisons
More IVV Comparisons
FREE DOWNLOAD
The Beginner's Guide to ETFs
20 pages. Zero fluff. Everything you need to start investing in ETFs.
No spam. Unsubscribe anytime.