IVW vs SPYG: Yield, Cost and Returns Compared
As of Nov 5, 2026, SPYG yields more: 0.52% (dividend yield) against 0.37% for IVW. SPYG is cheaper to own at 0.04% a year vs 0.18%. Over the same 18 years (Dec 2007 to Oct 2026), SPYG returned 13.0% a year with distributions reinvested, and IVW 12.8%.
| Compared | IVW | SPYG |
|---|---|---|
| YieldDividend yield | 0.37% | 0.52% |
| Expense ratio | 0.18% | 0.04% |
| Total return, 1 yr | +8.2% | +8.3% |
| Total return, 3 yr (a year) | +26.9% | +27.1% |
| Total return, 5 yr (a year) | +11.5% | +11.6% |
| Total return, 10 yr (a year) | +17.4% | +17.5% |
| Worst drop since Dec 2007 | -43.4% | -45.3% |
| Share price since Dec 2007 | +670% | +693% |
| Pays | Quarterly | Quarterly |
| Issuer | iShares | State Street Investment Management |
| Assets | $74.7B | $54.0B |
| Started | 2000 | 2000 |
| Type | Large Growth | Large Growth |
Higher yield
SPYG
0.52%
Lower cost
SPYG
0.04%
Better total return
SPYG
13.0%/yr
Smaller worst drop
IVW
-43.4%
Key facts: IVW vs SPYG
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, IVW yields 0.37% (dividend yield) and SPYG yields 0.52% (dividend yield).
- IVW's expense ratio is 0.18% and SPYG's is 0.04%: $18 vs $4 a year on $10,000.
- From Dec 2007 to Oct 2026, $10,000 in IVW grew to $97,083 (12.8% a year) and $10,000 in SPYG to $99,504 (13.0% a year), distributions reinvested.
- Their worst month-end drops over that time: -43.4% for IVW and -45.3% for SPYG.
- 10 of IVW's top ten holdings are also in SPYG's top ten, an overlap of at least 59% of the fund.
Cite this page
SmarterDividends, "IVW vs SPYG: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/ivw-vs-spyg
$10,000 in each, Dec 2007 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
IVW became
$97,083
12.8% a year
SPYG became
$99,504
13.0% a year
Year by year
| Year | IVW | SPYG |
|---|---|---|
| 2025 | +22.0% | +22.1% |
| 2024 | +35.8% | +36.0% |
| 2023 | +29.8% | +30.0% |
| 2022 | −29.5% | −29.4% |
| 2021 | +31.8% | +32.0% |
| 2020 | +33.2% | +33.4% |
| 2019 | +30.8% | +30.8% |
| 2018 | −0.2% | −0.1% |
| 2017 | +27.3% | +27.3% |
| 2016 | +6.8% | +6.9% |
| 2015 | +5.4% | +5.0% |
| 2014 | +14.7% | +14.8% |
| 2013 | +32.5% | +32.5% |
| 2012 | +14.3% | +14.3% |
| 2011 | +4.4% | +4.6% |
| 2010 | +14.9% | +16.3% |
| 2009 | +31.2% | +37.0% |
| 2008 | −34.8% | −37.4% |
Total return each calendar year, distributions reinvested.
Top holdings
10 of the top ten overlap, at least 59% of each fund.
IVW
- NVDA NVIDIA Corp14.2%
- MSFT Microsoft Corp11.1%
- AAPL Apple Inc7.2%
- GOOGL Alphabet Inc Class A4.7%
- AVGO Broadcom Inc4.4%
- META Meta Platforms Inc Class A3.9%
- GOOG Alphabet Inc Class C3.8%
- AMZN Amazon.com Inc3.6%
- LLY Eli Lilly and Co3.3%
- BRK-B Berkshire Hathaway Inc Class B2.9%
SPYG
- NVDA NVIDIA Corp14.2%
- MSFT Microsoft Corp11.1%
- AAPL Apple Inc7.2%
- GOOGL Alphabet Inc Class A4.7%
- AVGO Broadcom Inc4.5%
- META Meta Platforms Inc Class A3.9%
- GOOG Alphabet Inc Class C3.8%
- AMZN Amazon.com Inc3.6%
- LLY Eli Lilly and Co3.3%
- BRK-B Berkshire Hathaway Inc Class B2.9%
IVW vs SPYG: questions
Is IVW or SPYG better?
It depends on the job. SPYG pays more today (0.52% vs 0.37%), SPYG costs less, and SPYG has the better total return over Dec 2007 to Oct 2026, with IVW holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, IVW or SPYG?
SPYG, at 0.52% against 0.37% for IVW as of Nov 5, 2026. On $10,000 that's about $52 vs $37 a year at today's rates.
Which has the better total return?
SPYG. From Dec 2007 to Oct 2026, it returned 13.0% a year with distributions reinvested, against 12.8% for IVW. $10,000 became $99,504 vs $97,083.
Which is cheaper, IVW or SPYG?
SPYG, with a 0.04% expense ratio against 0.18%.
Do IVW and SPYG hold the same things?
Partly. 10 of their top ten holdings match (NVDA, MSFT, AAPL, GOOGL), at least 59% of each fund. Owning both doubles up on those.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. SPYG leads on 7 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.