INDY vs IVV
iShares India 50 ETF vs iShares Core S&P 500 ETF
Which is better, INDY 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 37.8% of the fund in its ten largest positions against 53.6%.
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 | INDY | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $554M | $876.4B |
| Dividend Yield | 9.38% | 1.06% |
| Holdings | 55 | 508 |
| YTD Return | -15.41% | +11.03%Best |
| 1Y Return | -13.72% | +15.62%Best |
| 3Y Return (annualized) | -0.58% | +20.81%Best |
| 5Y Return (annualized) | -0.66% | +12.61%Best |
| Volatility (annualized) | 20.6% | 14.4%Best |
| Max Drawdown | -45.5% | -33.9%Best |
| $10,000 over 5 years | $9,674 | $18,109Best |
| Top 10 Weight | 53.6% | 37.8%Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Nov 18, 2009 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Nov 20, 2009 to Sep 16, 2026 (16.8 years).
INDY 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 16.8 years both funds cover.
INDY vs IVV Performance
iShares India 50 ETF (INDY) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year INDY returned -13.72% while IVV returned +15.62%. Year to date, INDY is down 15.41% versus a gain of 11.03% for IVV.
Over three years, INDY compounded at -0.58% per year against +20.81% for IVV; over five years the annualized figures are -0.66% and +12.61% respectively. Across the full 17-year window we track, IVV has the edge at +12.68% annualized vs +4.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INDY has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 14.4% 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 -45.5% for INDY 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 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
INDY charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, INDY currently yields 9.38% against 1.06% for IVV.
Holdings Overlap
3.8% of INDY's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings INDY also owns.
INDY and IVV share little of their money.
1 positions in common, counted across the 51 positions we hold weights for in INDY and 490 in IVV, against full books of 55 and 508.
What only one of them owns
Our book lists 481 positions for IVV that do not appear in our book for INDY (98.5% of the fund), and 0 for INDY 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.
Top Shared Holdings
| Stock | Weight in INDY | Weight in IVV | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 3.80% | 0.15% | 3.65% |
You are not choosing between two funds in isolation.
Whichever of INDY 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, INDY or IVV?
INDY has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, INDY or IVV?
Over the past year INDY returned -13.72% vs +15.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (17 years), INDY annualized +4.33% vs +12.68% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INDY or IVV?
INDY has been the more volatile fund at 20.6% annualized versus 14.4% for IVV. Worst drawdown: INDY -45.5% vs IVV -33.9%.
Should I hold both INDY and IVV?
INDY and IVV have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between INDY and IVV?
3.8% of INDY's money is in holdings IVV also owns. 0.1% of IVV's is in holdings INDY also owns. They hold 1 positions in common, counted across the 51 positions we hold weights for in INDY and 490 in IVV.
Which pays a higher dividend, INDY or IVV?
INDY yields 9.38% while IVV yields 1.06%, so INDY currently pays the higher dividend yield.
Is IVV better than INDY?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 53.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.