INDY vs IVV
iShares India 50 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 | INDY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $554M | $865.2B | |
| Dividend Yield | 9.43% | 1.09% | |
| Holdings | 55 | 508 | |
| YTD Return | -11.37% | +13.72% | |
| 1Y Return | -7.90% | +21.64% | |
| 3Y Return (annualized) | +1.94% | +21.55% | |
| 5Y Return (annualized) | +1.85% | +13.27% | |
| Volatility (annualized) | 20.6% | 15.1% | |
| Max Drawdown | -45.5% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 18, 2009 | May 15, 2000 |
INDY vs IVV Performance
iShares India 50 ETF (INDY) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year INDY returned -7.90% while IVV returned +21.64%. Year to date, INDY is down 11.37% versus a gain of 13.72% for IVV.
Over three years, INDY compounded at +1.94% per year against +21.55% for IVV; over five years the annualized figures are +1.85% and +13.27% respectively. Across the full 17-year window we track, IVV has the edge at +7.04% annualized vs +4.65%. 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 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 -45.5% for INDY 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
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 9.43% against 1.09% for IVV.
Holdings Overlap
INDY and IVV share 1 holdings out of 555 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in INDY | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 3.60% | 0.15% | 3.45% |
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. On a $10,000 investment, that is $62 per year of difference.
Which performed better, INDY or IVV?
Over the past year INDY returned -7.90% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (17 years), INDY annualized +4.65% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, INDY or IVV?
INDY has been the more volatile fund at 20.6% annualized versus 15.1% for IVV. Worst drawdown: INDY -45.5% vs IVV -56.5%.
Should I hold both INDY and IVV?
INDY and IVV have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INDY and IVV?
INDY and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, INDY or IVV?
INDY yields 9.43% while IVV yields 1.09%, so INDY currently pays the higher dividend yield.
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