ICPY vs IVV
International Insider + Value ETF vs iShares Core S&P 500 ETF
Which is better, ICPY or IVV?
ICPY has been ahead.
IVV has a lower expense ratio. ICPY led over 1Y. ICPY is less concentrated, with 15.7% of the fund in its ten largest positions against 37.9%.
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 | ICPY | IVV |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $80M | $886.7B |
| Dividend Yield | 3.82% | 1.10% |
| Holdings | 154 | 508 |
| YTD Return | +22.65%Best | +13.39% |
| 1Y Return | +40.77%Best | +20.08% |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 13.1%Best | 13.2% |
| Top 10 Weight | 15.7%Best | 37.9% |
| Fund Family | Tweedy Browne Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 10, 2025 | May 15, 2000 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
ICPY 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.
ICPY vs IVV Performance
International Insider + Value ETF (ICPY) is an ETF from Tweedy Browne Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ICPY returned +40.77% while IVV returned +20.08%. Year to date, ICPY is up 22.65% versus a gain of 13.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 13.1% for ICPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.
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 3.82% against 1.10% for IVV.
Holdings Overlap
1.4% of ICPY's money is in holdings IVV also owns.
ICPY and IVV share little of their money.
2 positions in common, counted across the 113 positions we hold weights for in ICPY and 505 in IVV, against full books of 154 and 508.
What only one of them owns
Our book lists 495 positions for IVV that do not appear in our book for ICPY (99.3% of the fund), and 2 for ICPY that do not appear in IVV (1.8%).
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.
You are not choosing between two funds in isolation.
Whichever of ICPY and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $77 a year on a $10,000 investment.
Which performed better, ICPY or IVV?
Over the past year ICPY returned +40.77% vs +20.08% for IVV, so ICPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ICPY or IVV?
IVV has been the more volatile fund at 13.2% annualized versus 13.1% for ICPY.
Should I hold both ICPY and IVV?
ICPY and IVV have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ICPY and IVV?
1.4% of ICPY's money is in holdings IVV also owns. 0.0% of IVV's is in holdings ICPY also owns. They hold 2 positions in common, counted across the 113 positions we hold weights for in ICPY and 505 in IVV.
Which pays a higher dividend, ICPY or IVV?
ICPY yields 3.82% while IVV yields 1.10%, so ICPY currently pays the higher dividend yield.
Is IVV better than ICPY?
IVV has a lower expense ratio. ICPY led over 1Y. ICPY is less concentrated, with 15.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.