IVV vs. VOO — ETF Comparison - Stock Analysis (2024)

FAQs

IVV vs. VOO — ETF Comparison - Stock Analysis? ›

Average Return

VOO - Performance Comparison. The year-to-date returns for both investments are quite close, with IVV having a 12.17% return and VOO slightly higher at 12.19%. Both investments have delivered pretty close results over the past 10 years, with IVV having a 12.90% annualized return and VOO not far ahead at 12.92%.

Although this makes SPY more liquid, all four ETFs are so widely traded that the liquidity difference is immaterial for the average investor. The primary difference between SPY, VOO and IVV is cost. SPY has an expense ratio of 0.09% while VOO and IVV only cost 0.03%.

IShares Core S&P 500 ETF IVV offers a well-diversified, market-cap-weighted portfolio of 500 of the largest US stocks. It accurately represents the large-cap opportunity set while charging a rock-bottom fee, a recipe for success over the long run.

VOO and IVV have the same expense ratio, meaning it's equally as costly to invest in either one. VOO targets investing in US Equities, while IVV targets investing in US Equities. VOO is managed by Vanguard, while IVV is managed by Blackrock (iShares). Both VOO and IVV are considered high-volume assets.

If we look at the returns as at 31 March 2024, the IVV ETF has delivered an average return per annum of 16.7% over five years and 16.8% per annum over 10 years. Past performance is not a guarantee of future returns, particularly in the short term, when we're looking at that level of performance.

VOO charges 3 basis points, while SPY charges 9 basis points. Both are very low cost compared to the average ETF in the US market. Both are great options, well diversified, are run by amazing teams. However, fees do matter, and you get what you don't pay for in the financial industry.

IVV seeks to match the performance of the S&P 500 Index before fees and expenses. The S&P 500 Index measures the performance of the large-capitalization sector of the U.S. equity market. The ETF has added roughly 5.48% so far this year and it's up approximately 22.99% in the last one year (as of 04/23/2024).

Pair 2: VAS and IVV

With that said, another popular couple ETFs is Vanguard Australian Shares Index ETF (ASX:VAS) and iShares S&P 500 ETF (ASX:IVV) .

Should I buy IVV or VTI? ›

Average Return

In the past year, IVV returned a total of 28.91%, which is slightly higher than VTI's 28.42% return. Over the past 10 years, IVV has had annualized average returns of 12.96% , compared to 12.38% for VTI. These numbers are adjusted for stock splits and include dividends.

IVV 12 Month Forecast

Based on 504 Wall Street analysts offering 12 month price targets to IVV holdings in the last 3 months. The average price target is $587.20 with a high forecast of $687.24 and a low forecast of $481.80. The average price target represents a 10.35% change from the last price of $532.13.

VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 6, 2010. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index.

Video Player is loading. In the last 20 Years, the iShares Core S&P 500 (IVV) ETF obtained a 9.96% compound annual return, with a 14.90% standard deviation. Discover new asset allocations in USD and EUR, in addition to the lazy portfolios on the website.

Vanguard High Dividend Yield ETF (VYM)

The better Vanguard ETF for their needs is likely VYM, which delivers a higher 2.9% 30-day SEC yield by targeting the FTSE High Dividend Yield Index. It also charges the same expense ratio as VIG does, at 0.06%.

IVV has a consensus rating of Moderate Buy which is based on 400 buy ratings, 100 hold ratings and 4 sell ratings. What is IVV's price target? The average price target for IVV is $587.71. This is based on 504 Wall Streets Analysts 12-month price targets, issued in the past 3 months.

IVV investors have also enjoyed an average return of 14.17% per annum over the three years to 30 April. That rises to 14.69% per annum over the past five years and peaks at 16.24% per annum over the past ten.

iShares Core S&P 500 ETF (IVV)

This iShares fund is one of the largest ETFs and it tracks the S&P 500. With an inception date of 2000, this fund is another long-tenured player that's tracked the index closely over time. Expense ratio: 0.03 percent. That means every $10,000 invested would cost $3 annually.