CDPI vs IVV

CDPI vs IVV

Which is better, CDPI or IVV?

All Cap Blend against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: 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

MetricCDPIIVV
Expense Ratio0.45%0.03%Best
AUM-$876.4B
Dividend Yield0.00%1.06%
Holdings87508
YTD Return-0.25%+13.23%Best
1Y Return-+17.38%
3Y Return (annualized)-+22.67%
5Y Return (annualized)-+13.13%
Fund FamilyColumbia Threadneedle InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJul 14, 2026May 15, 2000

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

CDPI 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.

CDPI vs IVV Performance

Columbia High Dividend Premium Income ETF (CDPI) is an ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, CDPI is down 0.25% versus a gain of 13.23% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

CDPI charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, CDPI currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

IVV already in CDPI23.2%

At least 23.2% of IVV's money is in holdings CDPI also owns.

Stated as a floor: for CDPI, our book for it covers 81.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and CDPI share little of their money.

72 positions in common, counted across the 83 positions we hold weights for in CDPI and 490 in IVV, against full books of 87 and 508.

Top Shared Holdings

StockWeight in CDPIWeight in IVVDifference
JPMJpmorgan Chase2.67%1.44%1.23%
XOMExxonmobil Holdings Corp Common Stock Usd2.95%1.01%1.94%
GOOGLAlphabet Inc,class A0.62%3.00%2.38%
JNJJohnson & Johnson - Common2.44%0.97%1.47%
AVGOBroadcom Inc0.66%2.65%1.99%
CSCOCisco Systems Inc. - Ordinary Shares2.36%0.66%1.70%
ABBVAbbvie Inc.1.83%0.68%1.15%
CVXChevron Corp1.88%0.58%1.30%
GSGoldman Sachs Group Inc/The1.95%0.46%1.49%
MRKMerck & Company Inc1.84%0.55%1.29%

23.2% of IVV is already inside CDPI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CDPIIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CDPI or IVV?

CDPI has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option, by $42 a year on a $10,000 investment.

What is the holdings overlap between CDPI and IVV?

At least 23.2% of IVV's money is in holdings CDPI also owns. Our book for CDPI is partial, so the real figure is this or higher. They hold 72 positions in common, counted across the 83 positions we hold weights for in CDPI and 490 in IVV.

Which pays a higher dividend, CDPI or IVV?

CDPI yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than CDPI?

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