IVV vs IXP
iShares Core S&P 500 ETF vs iShares Global Comm Services ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | IXP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.37% | |
| AUM | $886.7B | $471M | |
| Dividend Yield | 1.10% | 3.47% | |
| Holdings | 508 | 90 | |
| YTD Return | +12.64% | -2.25% | |
| 1Y Return | +20.92% | +2.73% | |
| 3Y Return (annualized) | +21.07% | +21.10% | |
| 5Y Return (annualized) | +12.62% | +7.32% | |
| Volatility (annualized) | 15.1% | 16.6% | |
| Max Drawdown | -56.5% | -53.1% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 12, 2001 |
IVV vs IXP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares Global Comm Services ETF (IXP) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +20.92% while IXP returned +2.73%. Year to date, IVV is up 12.64% versus a loss of 2.25% for IXP.
Over three years, IVV compounded at +21.07% per year against +21.10% for IXP; over five years the annualized figures are +12.62% and +7.32% respectively. Across the full 25-year window we track, IVV has the edge at +6.98% annualized vs +3.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXP has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -56.5% for IVV and -53.1% for IXP. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while IXP charges 0.37%. On a $10,000 position that is $3 vs $37 annually, a gap of $34 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.47% for IXP.
Holdings Overlap
IVV and IXP share 24 holdings out of 546 unique holdings combined, representing a 9.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or IXP?
IVV has an expense ratio of 0.03% while IXP charges 0.37%. IVV is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, IVV or IXP?
Over the past year IVV returned +20.92% vs +2.73% for IXP, so IVV leads on 1-year performance. Over the longest common window we track (25 years), IVV annualized +6.98% vs +3.63% for IXP. Past performance does not guarantee future results.
Which is riskier, IVV or IXP?
IXP has been the more volatile fund at 16.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs IXP -53.1%.
Should I hold both IVV and IXP?
IVV and IXP have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and IXP?
IVV and IXP share 24 common holdings with a 9.9% weight overlap. Combined, they hold 546 unique securities.
Which pays a higher dividend, IVV or IXP?
IVV yields 1.10% while IXP yields 3.47%, so IXP currently pays the higher dividend yield.
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