ISCF vs IVV

ISCF vs IVV

Which is better, ISCF or IVV?

Mid Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricISCFIVV
Expense Ratio0.24%0.03%Best
AUM$684M$886.7B
Dividend Yield3.62%1.10%
Holdings1,188508
YTD Return+12.50%+13.39%Best
1Y Return+19.65%+20.08%Best
3Y Return (annualized)+19.35%+21.29%Best
5Y Return (annualized)+7.72%+12.88%Best
Volatility (annualized)16.0%15.2%Best
Max Drawdown-43.6%-33.9%Best
$10,000 over 5 years$14,504$18,327Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionApr 28, 2015May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 1, 2015 to Sep 4, 2026 (11.3 years).

ISCF 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 11.3 years both funds cover.

ISCF vs IVV Performance

iShares International Small-Cap Equity Factor ETF (ISCF) 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 ISCF returned +19.65% while IVV returned +20.08%. Year to date, ISCF is up 12.50% versus a gain of 13.39% for IVV.

Over three years, ISCF compounded at +19.35% per year against +21.29% for IVV; over five years the annualized figures are +7.72% and +12.88% respectively. Across the full 11-year window we track, IVV has the edge at +12.84% annualized vs +7.50%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ISCF has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.2% 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 -43.6% for ISCF 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ISCF charges 0.24% per year while IVV charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, ISCF currently yields 3.62% against 1.10% for IVV.

Holdings Overlap

IVV already in ISCF0.2%

At least 0.2% of IVV's money is in holdings ISCF also owns.

Stated as a floor: for ISCF, our book for it covers 93.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 1,011 positions we hold weights for in ISCF and 505 in IVV, against full books of 1,188 and 508.

Top Shared Holdings

StockWeight in ISCFWeight in IVVDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.08%0.18%0.10%
RFEurazeo0.08%0.04%0.04%

You are not choosing between two funds in isolation.

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

ISCFIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ISCF or IVV?

ISCF has an expense ratio of 0.24% while IVV charges 0.03%. IVV is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, ISCF or IVV?

Over the past year ISCF returned +19.65% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), ISCF annualized +7.50% vs +12.84% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ISCF or IVV?

ISCF has been the more volatile fund at 16.0% annualized versus 15.2% for IVV. Worst drawdown: ISCF -43.6% vs IVV -33.9%.

Should I hold both ISCF and IVV?

ISCF and IVV have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ISCF or IVV?

ISCF yields 3.62% while IVV yields 1.10%, so ISCF currently pays the higher dividend yield.

Is IVV better than ISCF?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.