ASCI vs IVV

ASCI vs IVV

Which is better, ASCI or IVV?

Small Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricASCIIVV
Expense Ratio0.70%0.03%Best
AUM$80M$876.4B
Dividend Yield0.75%1.06%
Holdings55508
YTD Return+5.72%+12.51%Best
1Y Return+7.27%+17.57%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Top 10 Weight37.9%Tie37.9%Tie
Fund FamilyAberdeeniShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionSep 30, 1996May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ASCI vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ASCI vs IVV Performance

abrdn International Small Cap Active ETF (ASCI) is an ETF from Aberdeen and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ASCI returned +7.27% while IVV returned +17.57%. Year to date, ASCI is up 5.72% versus a gain of 12.51% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

ASCI charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, ASCI currently yields 0.75% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 52 holdings in ASCI and 505 in IVV, totalling 98.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 52 positions we hold weights for in ASCI and 505 in IVV, against full books of 55 and 508.

What only one of them owns

Our book lists 495 positions for IVV that do not appear in our book for ASCI (99.3% of the fund), and 1 for ASCI that do not appear in IVV (1.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of ASCI and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ASCIIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ASCI or IVV?

ASCI has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, ASCI or IVV?

Over the past year ASCI returned +7.27% vs +17.57% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, ASCI or IVV?

ASCI yields 0.75% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than ASCI?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.