ABLG vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricABLGIVVWinner
Expense Ratio0.54%0.03%
AUM$16M$865.2B
Dividend Yield2.31%1.09%
Holdings52508
YTD Return-0.16%+13.43%
1Y Return+10.67%+22.61%
3Y Return (annualized)+7.48%+21.47%
5Y Return (annualized)+0.61%+13.26%
Volatility (annualized)16.2%15.1%
Max Drawdown-36.0%-56.5%
Fund FamilyFCF AdvisorsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 27, 2017May 15, 2000

ABLG vs IVV Performance

Abacus FCF International Leaders ETF (ABLG) is a ETF from FCF Advisors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ABLG returned +10.67% while IVV returned +22.61%. Year to date, ABLG is down 0.16% versus a gain of 13.43% for IVV.

Over three years, ABLG compounded at +7.48% per year against +21.47% for IVV; over five years the annualized figures are +0.61% and +13.26% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% annualized vs +4.52%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ABLG has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -36.0% for ABLG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ABLG charges 0.54% per year while IVV charges 0.03%. On a $10,000 position that is $54 vs $3 annually, a gap of $51 per year that compounds over a long holding period. On income, ABLG currently yields 2.31% against 1.09% for IVV.

Holdings Overlap

0.3%overlap

ABLG and IVV share 3 holdings out of 548 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ABLGWeight in IVVDifference
TT2.65%0.16%2.49%
DTEG.N:BE1.98%0.05%1.93%
TEL1.92%0.09%1.83%

Frequently Asked Questions

Which is cheaper, ABLG or IVV?

ABLG has an expense ratio of 0.54% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, ABLG or IVV?

Over the past year ABLG returned +10.67% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), ABLG annualized +4.52% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, ABLG or IVV?

ABLG has been the more volatile fund at 16.2% annualized versus 15.1% for IVV. Worst drawdown: ABLG -36.0% vs IVV -56.5%.

Should I hold both ABLG and IVV?

ABLG and IVV have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ABLG and IVV?

ABLG and IVV share 3 common holdings with a 0.3% weight overlap. Combined, they hold 548 unique securities.

Which pays a higher dividend, ABLG or IVV?

ABLG yields 2.31% while IVV yields 1.09%, so ABLG currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.