CDC vs IVV
CDC vs IVV
VictoryShares US EQ Income Enhanced Volatility Wtd ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CDC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $744M | $865.2B | |
| Dividend Yield | 3.08% | 1.09% | |
| Holdings | 102 | 508 | |
| YTD Return | +17.24% | +13.80% | |
| 1Y Return | +21.93% | +23.70% | |
| 3Y Return (annualized) | +14.08% | +21.49% | |
| 5Y Return (annualized) | +6.70% | +13.43% | |
| Volatility (annualized) | 12.4% | 15.1% | |
| Max Drawdown | -21.4% | -56.5% | |
| Fund Family | Victory Capital Management Inc. | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 1, 2014 | May 15, 2000 |
CDC vs IVV Performance
VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) is a ETF from Victory Capital Management Inc. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CDC returned +21.93% while IVV returned +23.70%. Year to date, CDC is up 17.24% versus a gain of 13.80% for IVV.
Over three years, CDC compounded at +14.08% per year against +21.49% for IVV; over five years the annualized figures are +6.70% and +13.43% respectively. Across the full 12-year window we track, CDC has the edge at +8.39% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% for CDC. 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 -21.4% for CDC 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CDC charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, CDC currently yields 3.08% against 1.09% for IVV.
Holdings Overlap
CDC and IVV share 90 holdings out of 515 unique holdings combined, representing a 13.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CDC | Weight in IVV | Difference |
|---|---|---|---|
| XOM | 1.05% | 0.97% | 0.08% |
| KO | 1.50% | 0.49% | 1.01% |
| DUK | 1.63% | 0.15% | 1.48% |
| PG | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| WEC | Pro | Pro | Pro |
| FE | Pro | Pro | Pro |
| LNT | Pro | Pro | Pro |
| EVRG | Pro | Pro | Pro |
See all 10 holdings CDC shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CDC or IVV?
CDC has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CDC or IVV?
Over the past year CDC returned +21.93% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), CDC annualized +8.39% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, CDC or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.4% for CDC. Worst drawdown: CDC -21.4% vs IVV -56.5%.
Should I hold both CDC and IVV?
CDC and IVV have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CDC and IVV?
CDC and IVV share 90 common holdings with a 13.3% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, CDC or IVV?
CDC yields 3.08% while IVV yields 1.09%, so CDC currently pays the higher dividend yield.
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