Is IVV or IWX better?

Based on our analysis, IWX wins on 6 out of 10 metrics compared. However, the best ETF depends on your specific investment goals, time horizon, and risk tolerance.

What is the difference between IVV and IWX?

IVV (iShares Core S&P 500 ETF) and IWX (iShares Russell Top 200 Value ETF) differ in expense ratio (0.03% vs 0.20%) and AUM ($892.79B vs $3.33B). See the full comparison above for performance, holdings, and sector differences.

Which is cheaper, IVV or IWX?

IVV has the lower expense ratio at 0.03%, compared to 0.20% for IWX.

Compare/IVV vs IWX

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 ($892.79B vs $3.33B). 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 ($892.79B).

Basic Information

Metric

IVV

IWX

Fund Name

iShares Core S&P 500 ETF

iShares Russell Top 200 Value ETF

Issuer

iShares

Inception Date

May 15, 2000

Sep 22, 2009

Expense Ratio

0.03%

0.20%

AUM

$892.79B

$3.33B

Holdings Count

504

152

Current Price

$767.99

$112.79

Today's Change

-0.94%

-0.19%

Dividend Yield

1.08%

1.54%

Performance Comparison

Period

IVV

IWX

+1.64%

+1.92%

+3.04%

+4.62%

+7.85%

+15.10%

YTD

+11.92%

+20.54%

+15.66%

+28.93%

+75.32%

+72.09%

+71.05%

+66.60%

Top Holdings

3 overlapping holdings in top 10

IVV Holdings

NVDANVIDIA

8.32%

AAPLAPPLE

7.41%

MSFTMICROSOFT

5.79%

AMZNAMAZON.COM INC

3.72%

GOOGLALPHABET CLASS A

3.05%

AVGOBROADCOM INC

2.56%

GOOGALPHABET CLASS C

2.45%

METAMETA PLATFORMS CLASS A

2.37%

MUMICRON TECHNOLOGY

1.75%

TSLATESLA INC

1.58%

IWX Holdings

AMZNAMAZON.COM INC

8.40%

AAPLAPPLE

8.38%

MSFTMICROSOFT

7.22%

BRK-BBERKSHIRE HATHAWAY INC CLASS B

3.54%

JPMJPMORGAN CHASE & CO

3.29%

XOMEXXONMOBIL HOLDINGS CORP

2.58%

JNJJOHNSON & JOHNSON

2.30%

INTCINTEL CORPORATION

1.82%

CSCOCISCO SYSTEMS INC

1.69%

ABBVABBVIE

1.65%

Sector Allocation

IVV Sectors

Technology38.69%

Financial Services12.07%

Communication Services9.50%

Consumer Cyclical9.31%

Healthcare9.28%

Industrials7.75%

Consumer Defensive4.46%

Energy3.48%

Utilities1.98%

Real Estate1.80%

Basic Materials1.68%

IWX Sectors

Technology23.26%

Financial Services19.86%

Healthcare13.78%

Consumer Cyclical11.39%

Industrials7.79%

Consumer Defensive7.74%

Energy5.76%

Communication Services3.63%

Basic Materials2.73%

Utilities2.30%

Real Estate1.76%

Frequently Asked Questions

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