IFGL vs IVV

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

MetricIFGLIVVWinner
Expense Ratio0.48%0.03%
AUM$82M$907.0B
Dividend Yield3.98%1.10%
Holdings281508
YTD Return+0.62%+14.29%
1Y Return+2.53%+21.79%
3Y Return (annualized)+8.77%+22.19%
5Y Return (annualized)-2.57%+13.28%
Volatility (annualized)19.8%15.1%
Max Drawdown-71.3%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 12, 2007May 15, 2000

IFGL vs IVV Performance

iShares International Developed Real Estate ETF (IFGL) 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 IFGL returned +2.53% while IVV returned +21.79%. Year to date, IFGL is up 0.62% versus a gain of 14.29% for IVV.

Over three years, IFGL compounded at +8.77% per year against +22.19% for IVV; over five years the annualized figures are -2.57% and +13.28% respectively. Across the full 19-year window we track, IVV has the edge at +7.06% annualized vs -2.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IFGL has been the more volatile fund, with annualized monthly volatility of 19.8% 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 -71.3% for IFGL 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IFGL 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, IFGL currently yields 3.98% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

IFGL and IVV share 1 holdings out of 761 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IFGLWeight in IVVDifference
XTSLA0.04%0.15%0.11%

Frequently Asked Questions

Which is cheaper, IFGL or IVV?

IFGL 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, IFGL or IVV?

Over the past year IFGL returned +2.53% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (19 years), IFGL annualized -2.97% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, IFGL or IVV?

IFGL has been the more volatile fund at 19.8% annualized versus 15.1% for IVV. Worst drawdown: IFGL -71.3% vs IVV -56.5%.

Should I hold both IFGL and IVV?

IFGL and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IFGL and IVV?

IFGL and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 761 unique securities.

Which pays a higher dividend, IFGL or IVV?

IFGL yields 3.98% while IVV yields 1.10%, so IFGL currently pays the higher dividend yield.

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