CVGD vs IVV
CresAlta Global Dividend ETF vs iShares Core S&P 500 ETF
Which is better, CVGD or IVV?
IVV costs less.
IVV has a lower expense ratio. CVGD is less concentrated, with 37.3% of the fund in its ten largest positions against 38.1%.
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 | CVGD | IVV |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $135M | $882.6B |
| Dividend Yield | 0.26% | 1.06% |
| Holdings | 138 | 508 |
| YTD Return | +0.65% | +13.60%Best |
| 1Y Return | - | +16.32% |
| 3Y Return (annualized) | - | +23.81% |
| 5Y Return (annualized) | - | +14.03% |
| Top 10 Weight | 37.3%Best | 38.1% |
| Fund Family | CresAlta Investment Management, Inc. | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 18, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CVGD 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.
CVGD vs IVV Performance
CresAlta Global Dividend ETF (CVGD) is an ETF from CresAlta Investment Management, Inc. and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, CVGD is up 0.65% versus a gain of 13.60% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVGD charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CVGD currently yields 0.26% against 1.06% for IVV.
Holdings Overlap
48.6% of CVGD's money is in holdings IVV also owns. 8.3% of IVV's money is in holdings CVGD also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 45 positions we hold weights for in CVGD and 505 in IVV, against full books of 138 and 508.
What only one of them owns
Our book lists 476 positions for IVV that do not appear in our book for CVGD (90.9% of the fund), and 10 for CVGD that do not appear in IVV (24.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CVGD | Weight in IVV | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 2.51% | 5.57% | 3.06% |
| VZVerizon Communications Inc Vz | 4.12% | 0.32% | 3.80% |
| CRMSalesforce Inc Crm Us Equity | 3.92% | 0.31% | 3.61% |
| ELVElevance Health Inc | 3.96% | 0.14% | 3.82% |
| CVSCvs Health Corp. | 3.75% | 0.18% | 3.57% |
| GILDGilead Sciences | 3.47% | 0.27% | 3.20% |
| HBANHuntington Bancshares Inc./Oh | 3.22% | 0.05% | 3.17% |
| SCHWSchwab Strategic T | 2.52% | 0.27% | 2.25% |
| DGDollar General Corp. | 2.48% | 0.04% | 2.44% |
| SLBSchlumberger Nv. | 2.21% | 0.13% | 2.08% |
48.6% of CVGD is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CVGD or IVV?
CVGD has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
What is the holdings overlap between CVGD and IVV?
48.6% of CVGD's money is in holdings IVV also owns. 8.3% of IVV's is in holdings CVGD also owns. They hold 21 positions in common, counted across the 45 positions we hold weights for in CVGD and 505 in IVV.
Which pays a higher dividend, CVGD or IVV?
CVGD yields 0.26% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than CVGD?
IVV has a lower expense ratio. CVGD is less concentrated, with 37.3% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.