IVW vs VDE

iShares S&P 500 Growth ETF vs Vanguard Energy ETF

Quick take
  • VDE has the lower expense ratio at 0.09% vs 0.18% for IVW.
  • VDE pays a higher dividend yield (2.32%).

Side-by-side metrics

MetricIVWVDE
Expense ratio
Annual fee. Lower is better.
0.18%0.09%
Dividend yield
Trailing 12-month yield.
0.38%2.32%
AUM
Assets under management — bigger funds are typically more liquid.
$70.35B$12.65B
YTD return
9.07%29.72%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.160.14
P/E ratio
31.9720.50
Last price
$134.09$159.31
Inception
Issuer
iSharesVanguard

IVW top holdings

Top holdings · IVW
NVDANVIDIA Corp14.57%
MSFTMicrosoft Corp9.10%
GOOGLAlphabet Inc Class A6.73%
AAPLApple Inc5.99%
AVGOBroadcom Inc5.95%
GOOGAlphabet Inc Class C5.37%
AMZNAmazon.com Inc4.12%
METAMeta Platforms Inc Class A4.02%
BRK-BBerkshire Hathaway Inc Class B2.61%
LLYEli Lilly and Co2.23%
Sector breakdown · IVW
Real Estate0.6%
Consumer Cyclical9.4%
Basic Materials0.4%
Consumer Defensive1.0%
Technology49.3%
Communication Services18.0%
Financial Services8.9%
Utilities0.4%
Industrials6.2%
Healthcare5.8%

VDE top holdings

Top holdings · VDE
XOMExxon Mobil Corp22.52%
CVXChevron Corp14.86%
COPConocoPhillips6.05%
WMBWilliams Companies Inc3.36%
EOGEOG Resources Inc2.99%
MPCMarathon Petroleum Corp2.91%
VLOValero Energy Corp2.90%
PSXPhillips 662.79%
SLBSLB Ltd2.59%
KMIKinder Morgan Inc Class P2.54%
Sector breakdown · VDE
Basic Materials0.4%
Industrials0.1%
Energy99.5%

About IVW

IVW (iShares S&P 500 Growth ETF) is S&P 500 growth subset. Managed by iShares, the fund carries $70.3B in assets under management, an expense ratio of 0.18%, a dividend yield of 0.38%. Its largest holding is NVIDIA Corp (NVDA), which represents 14.6% of the portfolio. Real Estate is the fund's largest sector exposure at 0.6%.

About VDE

VDE (Vanguard Energy ETF) is US energy sector stocks. Managed by Vanguard, the fund carries $12.7B in assets under management, an expense ratio of 0.09%, a dividend yield of 2.32%. Its largest holding is Exxon Mobil Corp (XOM), which represents 22.5% of the portfolio. Basic Materials is the fund's largest sector exposure at 0.4%.