IPAC vs IVV

IPAC vs IVV
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Quick Verdict

IVV has a lower expense ratio. IPAC delivered stronger 1-year returns. IPAC offers more diversification with 1,385 holdings.

Lower Fees: IVVHigher Returns: IPACMore Diversified: IPAC

Side-by-Side Comparison

MetricIPACIVVWinner
Expense Ratio0.09%0.03%
AUM$2.8B$907.0B
Dividend Yield3.82%1.10%
Holdings1,385508
YTD Return+15.80%+12.96%
1Y Return+21.10%+20.70%
3Y Return (annualized)+19.64%+22.10%
5Y Return (annualized)+8.95%+13.40%
Volatility (annualized)13.8%15.1%
Max Drawdown-35.1%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 10, 2014May 15, 2000

IPAC vs IVV Performance

iShares Core MSCI Pacific ETF (IPAC) 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 IPAC returned +21.10% while IVV returned +20.70%. Year to date, IPAC is up 15.80% versus a gain of 12.96% for IVV.

Over three years, IPAC compounded at +19.64% per year against +22.10% for IVV; over five years the annualized figures are +8.95% and +13.40% respectively. Across the full 12-year window we track, IVV has the edge at +7.01% annualized vs +5.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.8% for IPAC. 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 -35.1% for IPAC 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IPAC charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, IPAC currently yields 3.82% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

IPAC and IVV share 2 holdings out of 1869 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IPACWeight in IVVDifference
XTSLA0.01%0.15%0.14%
PNR0.01%0.02%0.01%

Frequently Asked Questions

Which is cheaper, IPAC or IVV?

IPAC has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, IPAC or IVV?

Over the past year IPAC returned +21.10% vs +20.70% for IVV, so IPAC leads on 1-year performance. Over the longest common window we track (12 years), IPAC annualized +5.97% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, IPAC or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 13.8% for IPAC. Worst drawdown: IPAC -35.1% vs IVV -56.5%.

Should I hold both IPAC and IVV?

IPAC and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IPAC and IVV?

IPAC and IVV share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1869 unique securities.

Which pays a higher dividend, IPAC or IVV?

IPAC yields 3.82% while IVV yields 1.10%, so IPAC currently pays the higher dividend yield.

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