ETF comparison

IVV vs QUAL

US Large Cap vs Quality Factor.

iShares Core S&P 500 ETF · iShares MSCI USA Quality Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
45.8 %

114 positions appear in both funds. Buying equal dollars of IVV and QUAL would leave roughly 45.8% of each dollar exposed to the same underlying securities.

IVV only 54.1% Shared 45.8% QUAL only 54.0%
In IVV only
391 positions
Shared
114 positions
In QUAL only
7 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$888.13B
TTM yield
1.08%
Top-10 conc.
36.4%
QUAL

iShares MSCI USA Quality Factor ETF

iShares · Quality Factor

85 composite / 100
Expense ratio
0.15%
Net assets
$45.92B
TTM yield
0.86%
Top-10 conc.
39.0%

Sub-score comparison

97
Cost
85
88
Tax efficiency
86
100
Liquidity
100
62
Concentration
59
Tracking quality
IVV sub-score QUAL

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IVV is 12 bps cheaper than QUAL. On a $100,000 position that's about $120/yr more in fees for QUAL.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IVV vs QUAL.

Top shared holdings

114 shared in total
# Holding In IVV In QUAL Overlap
1 NVIDIA Corp. 7.56% 6.50% 6.50%
2 Apple, Inc. 6.65% 6.27% 6.27%
3 Microsoft Corp. 4.91% 5.04% 4.91%
4 Alphabet, Inc. 2.99% 2.53% 2.53%
5 Meta Platforms, Inc. 2.23% 3.49% 2.23%
6 Alphabet, Inc. 2.39% 2.11% 2.11%
7 Berkshire Hathaway, Inc. 1.57% 2.11% 1.57%
8 Eli Lilly & Co. 1.30% 2.92% 1.30%
9 Johnson & Johnson 1.05% 1.92% 1.05%
10 Walmart, Inc. 0.97% 1.23% 0.97%
11 Visa, Inc. 0.91% 3.08% 0.91%
12 Costco Wholesale Corp. 0.79% 1.31% 0.79%

Only in IVV

391 total
  • Amazon.com, Inc. 3.63%
  • Broadcom, Inc. 2.62%
  • Tesla, Inc. 1.87%
  • JPMorgan Chase & Co. 1.42%
  • Exxon Mobil Corp. 1.27%
  • Chevron Corp. 0.69%
  • AbbVie, Inc. 0.69%
  • Micron Technology, Inc. 0.68%
  • Palantir Technologies, Inc. 0.60%
  • Advanced Micro Devices, Inc. 0.59%

Only in QUAL

7 total
  • Oklo Inc 0.71%
  • CARLISLE COMPANIES INCORPORATED 0.10%
  • UNITED THERAPEUTICS CORPORATION 0.09%
  • GRACO INC. 0.09%
  • VEEVA SYSTEMS INC. 0.08%
  • TRADEWEB MARKETS INC. 0.05%
  • RPM INTERNATIONAL INC. 0.04%

Open IVV or QUAL at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.