CLIP 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

MetricCLIPIVVWinner
Expense Ratio0.07%0.03%
AUM$2.6B$865.2B
Dividend Yield3.90%1.09%
Holdings28508
YTD Return+1.88%+13.72%
1Y Return+3.54%+21.64%
3Y Return (annualized)+4.25%+21.55%
5Y Return (annualized)-+13.27%
Volatility (annualized)0.5%15.1%
Max Drawdown-0.3%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionJun 20, 2023May 15, 2000

CLIP vs IVV Performance

Global X 1-3 Month T-Bill ETF (CLIP) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CLIP returned +3.54% while IVV returned +21.64%. Year to date, CLIP is up 1.88% versus a gain of 13.72% for IVV.

Over three years, CLIP compounded at +4.25% per year against +21.55% for IVV. Across the full 3-year window we track, IVV has the edge at +7.04% annualized vs +4.29%. 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 0.5% for CLIP. 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 -0.3% for CLIP 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CLIP charges 0.07% per year while IVV charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, CLIP currently yields 3.90% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, CLIP or IVV?

CLIP has an expense ratio of 0.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, CLIP or IVV?

Over the past year CLIP returned +3.54% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), CLIP annualized +4.29% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, CLIP or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 0.5% for CLIP. Worst drawdown: CLIP -0.3% vs IVV -56.5%.

Should I hold both CLIP and IVV?

CLIP and IVV have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CLIP or IVV?

CLIP yields 3.90% while IVV yields 1.09%, so CLIP currently pays the higher dividend yield.

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