CDPI vs IVV

CDPI vs IVV
Do a full portfolio x-ray
$25 once. No subscription. Download sample.
Get mine for $25

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricCDPIIVVWinner
Expense Ratio0.45%0.03%
AUM-$907.0B
Dividend Yield0.00%1.10%
Holdings84508
YTD Return+1.84%+14.29%
1Y Return-+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)-15.1%
Max Drawdown-1.0%-56.5%
Fund FamilyColumbia Threadneedle InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 14, 2026May 15, 2000

CDPI vs IVV Performance

Columbia High Dividend Premium Income ETF (CDPI) is a ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, CDPI is up 1.84% versus a gain of 14.29% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.0% for CDPI and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.10% for IVV.

Holdings Overlap

18.6%overlap

CDPI and IVV share 71 holdings out of 518 unique holdings combined, representing a 18.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CDPIWeight in IVVDifference
JPM2.66%1.43%1.23%
XOM2.80%0.97%1.83%
GOOGL0.60%3.15%2.55%
AVGOProProPro
CSCOProProPro
JNJProProPro
GSProProPro
ABBVProProPro
PMProProPro
BACProProPro
FundXLS Pro
See the top 10 holdings CDPI shares with IVV
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

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. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between CDPI and IVV?

CDPI and IVV share 71 common holdings with a 18.6% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, CDPI or IVV?

CDPI yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

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

Do a full portfolio x-ray
$25 once. No subscription. Download sample.
Get mine for $25