INTF vs IVV

INTF vs IVV

Which is better, INTF or IVV?

Each has led over a different period.

IVV has a lower expense ratio. INTF led over 1Y, IVV over 3Y, 5Y and the full window. INTF is less concentrated, with 12.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: INTF

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

MetricINTFIVV
Expense Ratio0.16%0.03%Best
AUM$3.8B$876.4B
Dividend Yield2.90%1.06%
Holdings504508
YTD Return+12.23%+12.39%Best
1Y Return+20.63%Best+16.61%
3Y Return (annualized)+20.40%+21.38%Best
5Y Return (annualized)+11.18%+13.51%Best
Volatility (annualized)15.0%Best15.2%
Max Drawdown-43.9%-33.9%Best
$10,000 over 5 years$16,988$18,844Best
Top 10 Weight12.6%Best37.8%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 28, 2015May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: May 4, 2015 to Sep 18, 2026 (11.4 years).

INTF 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 11.4 years both funds cover.

INTF vs IVV Performance

iShares International Equity Factor ETF (INTF) 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 INTF returned +20.63% while IVV returned +16.61%. Year to date, INTF is up 12.23% versus a gain of 12.39% for IVV.

Over three years, INTF compounded at +20.40% per year against +21.38% for IVV; over five years the annualized figures are +11.18% and +13.51% respectively. Across the full 11-year window we track, IVV has the edge at +12.69% annualized vs +6.51%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 15.0% for INTF. 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 -43.9% for INTF 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

INTF charges 0.16% per year while IVV charges 0.03%. On a $10,000 position that is $16 vs $3 annually, a gap of $13 per year that compounds over a long holding period. On income, INTF currently yields 2.90% against 1.06% for IVV.

Holdings Overlap

INTF already in IVV1.2%
IVV already in INTF0.3%

1.2% of INTF's money is in holdings IVV also owns. 0.3% of IVV's money is in holdings INTF also owns.

INTF and IVV share little of their money.

3 positions in common, counted across the 470 positions we hold weights for in INTF and 490 in IVV, against full books of 504 and 508.

What only one of them owns

Our book lists 479 positions for IVV that do not appear in our book for INTF (98.4% of the fund), and 5 for INTF that do not appear in IVV (1.7%).

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

StockWeight in INTFWeight in IVVDifference
ROPRoper Technologies Inc.1.04%0.06%0.98%
DGDollar General Corp.0.14%0.04%0.10%
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.01%0.15%0.14%

You are not choosing between two funds in isolation.

Whichever of INTF and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

INTFIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INTF or IVV?

INTF has an expense ratio of 0.16% while IVV charges 0.03%. IVV is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, INTF or IVV?

Over the past year INTF returned +20.63% vs +16.61% for IVV, so INTF leads on 1-year performance. Over the longest common window we track (11 years), INTF annualized +6.51% vs +12.69% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INTF or IVV?

IVV has been the more volatile fund at 15.2% annualized versus 15.0% for INTF. Worst drawdown: INTF -43.9% vs IVV -33.9%.

Should I hold both INTF and IVV?

INTF and IVV have a monthly-return correlation of 0.83, 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 INTF and IVV?

1.2% of INTF's money is in holdings IVV also owns. 0.3% of IVV's is in holdings INTF also owns. They hold 3 positions in common, counted across the 470 positions we hold weights for in INTF and 490 in IVV.

Which pays a higher dividend, INTF or IVV?

INTF yields 2.90% while IVV yields 1.06%, so INTF currently pays the higher dividend yield.

Is IVV better than INTF?

IVV has a lower expense ratio. INTF led over 1Y, IVV over 3Y, 5Y and the full window. INTF is less concentrated, with 12.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.