FLV vs IVV

Quick Verdict

IVV has a lower expense ratio. FLV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: FLVMore Diversified: IVV

Side-by-Side Comparison

MetricFLVIVVWinner
Expense Ratio0.42%0.03%
AUM$364M$865.2B
Dividend Yield1.59%1.09%
Holdings50508
YTD Return+16.00%+13.43%
1Y Return+23.40%+22.61%
3Y Return (annualized)+16.10%+21.47%
5Y Return (annualized)+10.12%+13.26%
Volatility (annualized)13.3%15.1%
Max Drawdown-15.1%-56.5%
Fund FamilyAmerican Century ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 31, 2020May 15, 2000

FLV vs IVV Performance

American Century Focused Large Cap Value ETF (FLV) is a ETF from American Century ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FLV returned +23.40% while IVV returned +22.61%. Year to date, FLV is up 16.00% versus a gain of 13.43% for IVV.

Over three years, FLV compounded at +16.10% per year against +21.47% for IVV; over five years the annualized figures are +10.12% and +13.26% respectively. Across the full 6-year window we track, FLV has the edge at +16.03% annualized vs +7.03%. 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 13.3% for FLV. 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 -15.1% for FLV 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLV charges 0.42% per year while IVV charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, FLV currently yields 1.59% against 1.09% for IVV.

Holdings Overlap

20.1%overlap

FLV and IVV share 44 holdings out of 513 unique holdings combined, representing a 20.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLVWeight in IVVDifference
AAPL2.58%7.44%4.86%
MSFT3.46%4.57%1.11%
AMZN3.07%3.75%0.68%
BRK.BProProPro
JPM:USProProPro
GOOGLProProPro
JNJProProPro
MMCProProPro
DUKProProPro
BDXProProPro
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Frequently Asked Questions

Which is cheaper, FLV or IVV?

FLV has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, FLV or IVV?

Over the past year FLV returned +23.40% vs +22.61% for IVV, so FLV leads on 1-year performance. Over the longest common window we track (6 years), FLV annualized +16.03% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, FLV or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 13.3% for FLV. Worst drawdown: FLV -15.1% vs IVV -56.5%.

Should I hold both FLV and IVV?

FLV and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLV and IVV?

FLV and IVV share 44 common holdings with a 20.1% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, FLV or IVV?

FLV yields 1.59% while IVV yields 1.09%, so FLV currently pays the higher dividend yield.

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