IMVP vs IVV
Invesco India ETF 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 505 holdings.
Side-by-Side Comparison
| Metric | IMVP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.03% | |
| AUM | $123M | $865.2B | |
| Dividend Yield | 11.28% | 1.09% | |
| Holdings | 38 | 508 | |
| YTD Return | -14.84% | +13.72% | |
| 1Y Return | -12.00% | +21.64% | |
| 3Y Return (annualized) | +2.25% | +21.55% | |
| 5Y Return (annualized) | +2.32% | +13.27% | |
| Volatility (annualized) | 24.6% | 15.1% | |
| Max Drawdown | -77.1% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2008 | May 15, 2000 |
IMVP vs IVV Performance
Invesco India ETF (IMVP) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IMVP returned -12.00% while IVV returned +21.64%. Year to date, IMVP is down 14.84% versus a gain of 13.72% for IVV.
Over three years, IMVP compounded at +2.25% per year against +21.55% for IVV; over five years the annualized figures are +2.32% and +13.27% respectively. Across the full 18-year window we track, IVV has the edge at +7.04% annualized vs +1.30%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IMVP has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -77.1% for IMVP 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IMVP charges 0.78% per year while IVV charges 0.03%. On a $10,000 position that is $78 vs $3 annually, a gap of $75 per year that compounds over a long holding period. On income, IMVP currently yields 11.28% against 1.09% for IVV.
Holdings Overlap
IMVP and IVV share 0 holdings out of 534 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, IMVP or IVV?
IMVP has an expense ratio of 0.78% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, IMVP or IVV?
Over the past year IMVP returned -12.00% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IMVP annualized +1.30% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, IMVP or IVV?
IMVP has been the more volatile fund at 24.6% annualized versus 15.1% for IVV. Worst drawdown: IMVP -77.1% vs IVV -56.5%.
Should I hold both IMVP and IVV?
IMVP and IVV have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IMVP and IVV?
IMVP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 534 unique securities.
Which pays a higher dividend, IMVP or IVV?
IMVP yields 11.28% while IVV yields 1.09%, so IMVP currently pays the higher dividend yield.
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