INCO vs IVV
Columbia India Consumer 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 508 holdings.
Side-by-Side Comparison
| Metric | INCO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $225M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 34 | 508 | |
| YTD Return | -4.21% | +12.28% | |
| 1Y Return | -6.61% | +20.94% | |
| 3Y Return (annualized) | +8.93% | +21.81% | |
| 5Y Return (annualized) | +7.60% | +13.05% | |
| Volatility (annualized) | 21.5% | 15.1% | |
| Max Drawdown | -47.7% | -56.5% | |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 10, 2011 | May 15, 2000 |
INCO vs IVV Performance
Columbia India Consumer ETF (INCO) is a ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year INCO returned -6.61% while IVV returned +20.94%. Year to date, INCO is down 4.21% versus a gain of 12.28% for IVV.
Over three years, INCO compounded at +8.93% per year against +21.81% for IVV; over five years the annualized figures are +7.60% and +13.05% respectively. Across the full 15-year window we track, INCO has the edge at +9.58% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INCO has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -47.7% for INCO 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
INCO charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, INCO currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
INCO and IVV share 0 holdings out of 535 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, INCO or IVV?
INCO has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, INCO or IVV?
Over the past year INCO returned -6.61% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), INCO annualized +9.58% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, INCO or IVV?
INCO has been the more volatile fund at 21.5% annualized versus 15.1% for IVV. Worst drawdown: INCO -47.7% vs IVV -56.5%.
Should I hold both INCO and IVV?
INCO and IVV have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INCO and IVV?
INCO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, INCO or IVV?
INCO yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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