IVSI vs IVV

IVSI vs IVV

Which is better, IVSI or IVV?

IVV costs less.

IVV has a lower expense ratio. IVSI is less concentrated, with 26.5% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVLess Concentrated: IVSI

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

MetricIVSIIVV
Expense Ratio0.65%0.03%Best
AUM$10M$876.4B
Dividend Yield0.03%1.06%
Holdings200508
YTD Return+12.89%Best+11.57%
1Y Return-+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight26.5%Best37.9%
Fund FamilyApplied Finance FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 10, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVSI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVSI vs IVV Performance

Applied Finance IVS International Large ETF (IVSI) is an ETF from Applied Finance Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, IVSI is up 12.89% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVSI 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, IVSI currently yields 0.03% against 1.06% for IVV.

Holdings Overlap

IVSI already in IVV0.1%
IVV already in IVSI0.1%

0.1% of IVSI's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings IVSI also owns.

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

1 positions in common, counted across the 190 positions we hold weights for in IVSI and 505 in IVV, against full books of 200 and 508.

What only one of them owns

Our book lists 495 positions for IVV that do not appear in our book for IVSI (99.3% of the fund), and 5 for IVSI that do not appear in IVV (3.6%).

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 IVSIWeight in IVVDifference
UMG:ASUniversal Music Group NV0.14%0.06%0.08%

You are not choosing between two funds in isolation.

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

IVSIIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVSI or IVV?

IVSI has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.

Which pays a higher dividend, IVSI or IVV?

IVSI yields 0.03% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than IVSI?

IVV has a lower expense ratio. IVSI is less concentrated, with 26.5% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.