IDRV vs IVV

IDRV vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIDRVIVVWinner
Expense Ratio0.48%0.03%
AUM$138M$907.0B
Dividend Yield1.76%1.10%
Holdings74508
YTD Return-2.11%+14.29%
1Y Return+10.23%+21.79%
3Y Return (annualized)+0.41%+22.19%
5Y Return (annualized)-3.73%+13.28%
Volatility (annualized)28.0%15.1%
Max Drawdown-53.0%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionApr 16, 2019May 15, 2000

IDRV vs IVV Performance

iShares Self-Driving EV and Tech ETF (IDRV) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IDRV returned +10.23% while IVV returned +21.79%. Year to date, IDRV is down 2.11% versus a gain of 14.29% for IVV.

Over three years, IDRV compounded at +0.41% per year against +22.19% for IVV; over five years the annualized figures are -3.73% and +13.28% respectively. Across the full 7-year window we track, IVV has the edge at +7.06% annualized vs +6.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDRV has been the more volatile fund, with annualized monthly volatility of 28.0% compared with 15.1% for IVV. 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 -53.0% for IDRV 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDRV charges 0.48% per year while IVV charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, IDRV currently yields 1.76% against 1.10% for IVV.

Holdings Overlap

1.7%overlap

IDRV and IVV share 3 holdings out of 556 unique holdings combined, representing a 1.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDRVWeight in IVVDifference
TSLA3.72%1.65%2.07%
ALB3.45%0.02%3.43%
XTSLA0.02%0.15%0.13%

Frequently Asked Questions

Which is cheaper, IDRV or IVV?

IDRV has an expense ratio of 0.48% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, IDRV or IVV?

Over the past year IDRV returned +10.23% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IDRV annualized +6.66% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, IDRV or IVV?

IDRV has been the more volatile fund at 28.0% annualized versus 15.1% for IVV. Worst drawdown: IDRV -53.0% vs IVV -56.5%.

Should I hold both IDRV and IVV?

IDRV and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDRV and IVV?

IDRV and IVV share 3 common holdings with a 1.7% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, IDRV or IVV?

IDRV yields 1.76% while IVV yields 1.10%, so IDRV currently pays the higher dividend yield.

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