ICPY vs IVV
International Insider + Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ICPY delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ICPY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $73M | $865.2B | |
| Dividend Yield | 4.07% | 1.09% | |
| Holdings | 152 | 508 | |
| YTD Return | +19.90% | +13.80% | |
| 1Y Return | +37.62% | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -8.9% | -56.5% | |
| Fund Family | Tweedy Browne Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 10, 2025 | May 15, 2000 |
ICPY vs IVV Performance
International Insider + Value ETF (ICPY) 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 ICPY returned +37.62% while IVV returned +23.01%. Year to date, ICPY is up 19.90% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.9% for ICPY and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ICPY 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, ICPY currently yields 4.07% against 1.09% for IVV.
Holdings Overlap
ICPY and IVV share 1 holdings out of 621 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ICPY | Weight in IVV | Difference |
|---|---|---|---|
| LULU | 0.63% | 0.02% | 0.61% |
Frequently Asked Questions
Which is cheaper, ICPY or IVV?
ICPY 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, ICPY or IVV?
Over the past year ICPY returned +37.62% vs +23.01% for IVV, so ICPY leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between ICPY and IVV?
ICPY and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 621 unique securities.
Which pays a higher dividend, ICPY or IVV?
ICPY yields 4.07% while IVV yields 1.09%, so ICPY currently pays the higher dividend yield.
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