COPY vs IVV
Tweedy, Browne Insider + Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. COPY delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | COPY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $420M | $886.7B | |
| Dividend Yield | 0.79% | 1.10% | |
| Holdings | 204 | 508 | |
| YTD Return | +21.35% | +12.13% | |
| 1Y Return | +31.89% | +20.37% | |
| 3Y Return (annualized) | - | +20.91% | |
| 5Y Return (annualized) | - | +12.59% | |
| Volatility (annualized) | 10.4% | 15.1% | |
| Max Drawdown | -14.1% | -56.5% | |
| Fund Family | Tweedy Browne Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 27, 2024 | May 15, 2000 |
COPY vs IVV Performance
Tweedy, Browne Insider + Value ETF (COPY) is a ETF from Tweedy Browne Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year COPY returned +31.89% while IVV returned +20.37%. Year to date, COPY is up 21.35% versus a gain of 12.13% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.4% 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 -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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.79% against 1.10% for IVV.
Holdings Overlap
COPY and IVV share 18 holdings out of 651 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $77 per year of difference.
Which performed better, COPY or IVV?
Over the past year COPY returned +31.89% vs +20.37% for IVV, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +32.13% vs +6.97% for IVV. Past performance does not guarantee future results.
Which is riskier, COPY or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.4% for COPY. Worst drawdown: COPY -14.1% vs IVV -56.5%.
Should I hold both COPY and IVV?
COPY and IVV have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPY and IVV?
COPY and IVV share 18 common holdings with a 2.4% weight overlap. Combined, they hold 651 unique securities.
Which pays a higher dividend, COPY or IVV?
COPY yields 0.79% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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