IDX vs IVV

IDX 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

MetricIDXIVVWinner
Expense Ratio0.57%0.03%
AUM$31M$907.0B
Dividend Yield3.25%1.10%
Holdings71508
YTD Return-32.72%+13.22%
1Y Return-28.51%+21.62%
3Y Return (annualized)-12.46%+22.17%
5Y Return (annualized)-6.98%+13.42%
Volatility (annualized)25.6%15.1%
Max Drawdown-63.2%-56.5%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryEquityEquity
InceptionJan 15, 2009May 15, 2000

IDX vs IVV Performance

VanEck Indonesia Index ETF (IDX) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IDX returned -28.51% while IVV returned +21.62%. Year to date, IDX is down 32.72% versus a gain of 13.22% for IVV.

Over three years, IDX compounded at -12.46% per year against +22.17% for IVV; over five years the annualized figures are -6.98% and +13.42% respectively. Across the full 18-year window we track, IVV has the edge at +7.02% annualized vs +3.93%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDX has been the more volatile fund, with annualized monthly volatility of 25.6% 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 -63.2% for IDX 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDX charges 0.57% per year while IVV charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, IDX currently yields 3.25% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

IDX and IVV share 0 holdings out of 573 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IDX or IVV?

IDX has an expense ratio of 0.57% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, IDX or IVV?

Over the past year IDX returned -28.51% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IDX annualized +3.93% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, IDX or IVV?

IDX has been the more volatile fund at 25.6% annualized versus 15.1% for IVV. Worst drawdown: IDX -63.2% vs IVV -56.5%.

Should I hold both IDX and IVV?

IDX and IVV have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDX and IVV?

IDX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 573 unique securities.

Which pays a higher dividend, IDX or IVV?

IDX yields 3.25% while IVV yields 1.10%, so IDX currently pays the higher dividend yield.

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