FIFT vs IVV
HCM Select 50 ETF vs iShares Core S&P 500 ETF
Which is better, FIFT or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 37.3%.
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 | FIFT | IVV |
|---|---|---|
| Expense Ratio | 1.35% | 0.03%Best |
| AUM | $67M | $879.1B |
| Dividend Yield | 0.00% | 1.09% |
| Holdings | 50 | 509 |
| YTD Price Return | - | +10.41% |
| 1Y Price Return | - | +12.17% |
| 3Y Price Return (annualized) | - | +18.91% |
| 5Y Price Return (annualized) | - | +10.07% |
| Volatility (annualized) | - | 15.1% |
| Max Drawdown | - | -56.5% |
| Top 10 Weight | 21.0%Best | 37.3% |
| Fund Family | Howard Capital Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 21, 2026 | May 15, 2000 |
Not shown on this pair: $10,000 over the window.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. FIFT yields 0.00% and IVV 1.09% on top.
FIFT vs IVV Performance
HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US).
Fees and Cost Over Time
FIFT charges 1.35% per year while IVV charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, FIFT currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
95.0% of FIFT's money is in holdings IVV also owns. 4.6% of IVV's money is in holdings FIFT also owns.
Most of FIFT is already inside IVV. Owning both mostly buys the same companies twice.
48 positions in common, counted across the 50 positions we hold weights for in FIFT and 490 in IVV, against full books of 50 and 509.
What only one of them owns
Measured across the 50 and 490 positions we hold weights for.
IVV holds 437 positions FIFT does not, 94.2% of the fund.
Largest: AAPL 7.70%, NVDA 7.58%, MSFT 5.93%, AMZN 3.61%, GOOGL 2.51%
Top Shared Holdings
| Stock | Weight in FIFT | Weight in IVV | Difference |
|---|---|---|---|
| CVXChevron Corp. | 2.00% | 0.71% | 1.29% |
| GENGen Digital Inc | 2.32% | 0.02% | 2.30% |
| DOWDow Inc. | 2.22% | 0.04% | 2.18% |
| VZVerizon Communications Inc Com Usd1 | 1.98% | 0.28% | 1.70% |
| PFEPfizer, Inc. | 1.98% | 0.27% | 1.71% |
| ACNAccenture Plc | 1.99% | 0.24% | 1.75% |
| MOAltria Group Inc. | 2.02% | 0.20% | 1.82% |
| UPSUnited Parcel Service, Inc | 2.09% | 0.12% | 1.97% |
| BMYBristol-Myers Squibb Co. | 1.98% | 0.20% | 1.78% |
| CMCSAComcast Corp. Class A | 2.04% | 0.13% | 1.91% |
95.0% of FIFT 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, FIFT or IVV?
FIFT has an expense ratio of 1.35% while IVV charges 0.03%. IVV is the cheaper option, by $132 a year on a $10,000 investment.
What is the holdings overlap between FIFT and IVV?
95.0% of FIFT's money is in holdings IVV also owns. 4.6% of IVV's is in holdings FIFT also owns. They hold 48 positions in common, counted across the 50 positions we hold weights for in FIFT and 490 in IVV.
Which pays a higher dividend, FIFT or IVV?
FIFT yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Is IVV better than FIFT?
IVV has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 37.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.