INCO vs IVV
Columbia India Consumer ETF vs iShares Core S&P 500 ETF
Which is better, INCO or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 50.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | INCO | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $229M | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 34 | 508 |
| YTD Return | -8.70% | +11.57%Best |
| 1Y Return | -11.60% | +17.57%Best |
| 3Y Return (annualized) | +5.37% | +20.71%Best |
| 5Y Return (annualized) | +5.53% | +12.80%Best |
| Volatility (annualized) | 21.5% | 14.3%Best |
| Max Drawdown | -47.7% | -33.9%Best |
| $10,000 over 5 years | $13,088 | $18,262Best |
| Top 10 Weight | 50.3% | 37.9%Best |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Aug 10, 2011 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Aug 10, 2011 to Sep 10, 2026 (15.1 years).
INCO vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.1 years both funds cover.
INCO vs IVV Performance
Columbia India Consumer ETF (INCO) is an ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year INCO returned -11.60% while IVV returned +17.57%. Year to date, INCO is down 8.70% versus a gain of 11.57% for IVV.
Over three years, INCO compounded at +5.37% per year against +20.71% for IVV; over five years the annualized figures are +5.53% and +12.80% respectively. Across the full 15-year window we track, IVV has the edge at +14.09% annualized vs +9.20%.
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 14.3% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
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 1.06% for IVV.
Holdings Overlap
We hold position weights for 30 holdings in INCO and 505 in IVV, totalling 101.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 30 positions we hold weights for in INCO and 505 in IVV, against full books of 34 and 508.
What only one of them owns
Our book lists 495 positions for IVV that do not appear in our book for INCO (99.3% of the fund), and 0 for INCO that do not appear in IVV (0.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of INCO and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $72 a year on a $10,000 investment.
Which performed better, INCO or IVV?
Over the past year INCO returned -11.60% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), INCO annualized +9.20% vs +14.09% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INCO or IVV?
INCO has been the more volatile fund at 21.5% annualized versus 14.3% for IVV. Worst drawdown: INCO -47.7% vs IVV -33.9%.
Should I hold both INCO and IVV?
INCO and IVV have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, INCO or IVV?
INCO yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than INCO?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.