IFN vs IVV
Aberdeen India Fund Inc. vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IFN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.35% | 0.03% | |
| AUM | $703M | $907.0B | |
| Dividend Yield | 20.53% | 1.10% | |
| Holdings | 50 | 508 | |
| YTD Return | -9.91% | +12.28% | |
| 1Y Return | -12.79% | +20.94% | |
| 3Y Return (annualized) | -0.32% | +21.81% | |
| 5Y Return (annualized) | +0.30% | +13.05% | |
| Volatility (annualized) | 31.5% | 15.1% | |
| Max Drawdown | -83.5% | -56.5% | |
| Fund Family | Aberdeen | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 1994 | May 15, 2000 |
IFN vs IVV Performance
Aberdeen India Fund Inc. (IFN) is a ETF from Aberdeen and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IFN returned -12.79% while IVV returned +20.94%. Year to date, IFN is down 9.91% versus a gain of 12.28% for IVV.
Over three years, IFN compounded at -0.32% per year against +21.81% for IVV; over five years the annualized figures are +0.30% and +13.05% respectively. Across the full 26-year window we track, IVV has the edge at +6.98% annualized vs +3.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IFN has been the more volatile fund, with annualized monthly volatility of 31.5% 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 -83.5% for IFN 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
IFN charges 1.35% per year while IVV charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, IFN currently yields 20.53% against 1.10% for IVV.
Holdings Overlap
IFN and IVV share 0 holdings out of 554 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, IFN or IVV?
IFN has an expense ratio of 1.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $132 per year of difference.
Which performed better, IFN or IVV?
Over the past year IFN returned -12.79% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IFN annualized +3.26% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, IFN or IVV?
IFN has been the more volatile fund at 31.5% annualized versus 15.1% for IVV. Worst drawdown: IFN -83.5% vs IVV -56.5%.
Should I hold both IFN and IVV?
IFN 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 IFN and IVV?
IFN and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, IFN or IVV?
IFN yields 20.53% while IVV yields 1.10%, so IFN currently pays the higher dividend yield.
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