INEQ vs IVV
Columbia International Equity Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. INEQ delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | INEQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $92M | $907.0B | |
| Dividend Yield | 9.32% | 1.10% | |
| Holdings | 105 | 508 | |
| YTD Return | +14.95% | +12.71% | |
| 1Y Return | +24.60% | +21.89% | |
| 3Y Return (annualized) | +22.49% | +22.08% | |
| 5Y Return (annualized) | +13.78% | +12.96% | |
| Volatility (annualized) | 15.4% | 15.1% | |
| Max Drawdown | -47.2% | -56.5% | |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2016 | May 15, 2000 |
INEQ vs IVV Performance
Columbia International Equity Income ETF (INEQ) 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 INEQ returned +24.60% while IVV returned +21.89%. Year to date, INEQ is up 14.95% versus a gain of 12.71% for IVV.
Over three years, INEQ compounded at +22.49% per year against +22.08% for IVV; over five years the annualized figures are +13.78% and +12.96% respectively. Across the full 10-year window we track, INEQ has the edge at +8.17% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INEQ has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -47.2% for INEQ 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
INEQ charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, INEQ currently yields 9.32% against 1.10% for IVV.
Holdings Overlap
INEQ and IVV share 0 holdings out of 604 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, INEQ or IVV?
INEQ has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, INEQ or IVV?
Over the past year INEQ returned +24.60% vs +21.89% for IVV, so INEQ leads on 1-year performance. Over the longest common window we track (10 years), INEQ annualized +8.17% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, INEQ or IVV?
INEQ has been the more volatile fund at 15.4% annualized versus 15.1% for IVV. Worst drawdown: INEQ -47.2% vs IVV -56.5%.
Should I hold both INEQ and IVV?
INEQ and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INEQ and IVV?
INEQ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, INEQ or IVV?
INEQ yields 9.32% while IVV yields 1.10%, so INEQ currently pays the higher dividend yield.
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