COPY vs IVV
Tweedy, Browne Insider + Value ETF vs iShares Core S&P 500 ETF
Which is better, COPY or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. COPY led over 1Y and the full window.
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
| Metric | COPY | IVV |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $418M | $876.4B |
| Dividend Yield | 0.77% | 1.06% |
| Holdings | 204 | 508 |
| YTD Return | +19.82%Best | +14.14% |
| 1Y Return | +28.85%Best | +17.30% |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.63% |
| Volatility (annualized) | 10.7%Best | 12.6% |
| Max Drawdown | -14.1%Best | -18.8% |
| $10,000 over 1.7 years | $15,615Best | $13,198 |
| Fund Family | Tweedy Browne Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 27, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 27, 2024 to Sep 22, 2026 (1.7 years).
COPY 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 covers the 1.7 years both funds cover.
COPY vs IVV Performance
Tweedy, Browne Insider + Value ETF (COPY) is an ETF from Tweedy Browne Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year COPY returned +28.85% while IVV returned +17.30%. Year to date, COPY is up 19.82% versus a gain of 14.14% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.7% for COPY. 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 -14.1% for COPY and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
COPY charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, COPY currently yields 0.77% against 1.06% for IVV.
Holdings Overlap
At least 3.2% of IVV's money is in holdings COPY also owns.
Stated as a floor: for COPY, our book for it covers 93.8% 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 COPY share little of their money.
15 positions in common, counted across the 158 positions we hold weights for in COPY and 490 in IVV, against full books of 204 and 508.
Top Shared Holdings
| Stock | Weight in COPY | Weight in IVV | Difference |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 0.44% | 1.39% | 0.95% |
| UNHUnitedhealth Group Incorporated | 0.43% | 0.53% | 0.10% |
| BMYBristol-Myers Squibb Co. | 0.69% | 0.21% | 0.48% |
| ADBEAdobe Systems | 0.68% | 0.18% | 0.50% |
| ELVElevance Health Inc | 0.70% | 0.13% | 0.57% |
| COPConocophillips Common Stock USD 0.01 | 0.57% | 0.24% | 0.33% |
| CICigna Corp. | 0.58% | 0.11% | 0.47% |
| ZTSZoetis Inc, Class A | 0.58% | 0.05% | 0.53% |
| UPSUnited Parcel Service, Inc | 0.47% | 0.12% | 0.35% |
| APTV:SMAptiv Plc | 0.55% | 0.01% | 0.54% |
You are not choosing between two funds in isolation.
Whichever of COPY and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, COPY or IVV?
COPY has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, COPY or IVV?
Over the past year COPY returned +28.85% vs +17.30% for IVV, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +29.97% vs +17.73% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COPY or IVV?
IVV has been the more volatile fund at 12.6% annualized versus 10.7% for COPY. Worst drawdown: COPY -14.1% vs IVV -18.8%.
Should I hold both COPY and IVV?
COPY and IVV have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between COPY and IVV?
At least 3.2% of IVV's money is in holdings COPY also owns. Our book for COPY is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 158 positions we hold weights for in COPY and 490 in IVV.
Which pays a higher dividend, COPY or IVV?
COPY yields 0.77% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than COPY?
IVV has a lower expense ratio. COPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.