IVV vs NANC
iShares Core S&P 500 ETF vs Subversive Congressional Democrats Trading 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 | NANC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.72% | |
| AUM | $886.7B | $289M | |
| Dividend Yield | 1.10% | 0.19% | |
| Holdings | 508 | 106 | |
| YTD Return | +13.86% | +13.92% | |
| 1Y Return | +21.57% | +19.86% | |
| 3Y Return (annualized) | +21.48% | +22.83% | |
| 5Y Return (annualized) | +12.88% | - | |
| Volatility (annualized) | 15.1% | 14.6% | |
| Max Drawdown | -56.5% | -20.9% | |
| Fund Family | iShares by BlackRock (US) | Subversive Capital | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 7, 2023 |
IVV vs NANC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Subversive Congressional Democrats Trading ETF (NANC) is a ETF from Subversive Capital. Over the past year IVV returned +21.57% while NANC returned +19.86%. Year to date, IVV is up 13.86% versus a gain of 13.92% for NANC.
Over three years, IVV compounded at +21.48% per year against +22.83% for NANC. Across the full 4-year window we track, NANC has the edge at +22.10% annualized vs +7.03%. 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 14.6% for NANC. 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 -20.9% for NANC. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while NANC charges 0.72%. On a $10,000 position that is $3 vs $72 annually, a gap of $69 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.19% for NANC.
Holdings Overlap
IVV and NANC share 80 holdings out of 525 unique holdings combined, representing a 48.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NANC?
IVV has an expense ratio of 0.03% while NANC charges 0.72%. IVV is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, IVV or NANC?
Over the past year IVV returned +21.57% vs +19.86% for NANC, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs +22.10% for NANC. Past performance does not guarantee future results.
Which is riskier, IVV or NANC?
IVV has been the more volatile fund at 15.1% annualized versus 14.6% for NANC. Worst drawdown: IVV -56.5% vs NANC -20.9%.
Should I hold both IVV and NANC?
IVV and NANC have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and NANC?
IVV and NANC share 80 common holdings with a 48.0% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, IVV or NANC?
IVV yields 1.10% while NANC yields 0.19%, so IVV currently pays the higher dividend yield.
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