IVV vs NBIE

IVV vs NBIE

Which is better, IVV or NBIE?

IVV costs less.

IVV has a lower expense ratio. NBIE is less concentrated, with 18.9% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: NBIE

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

MetricIVVNBIE
Expense Ratio0.03%Best0.29%
AUM$876.4B$249M
Dividend Yield1.06%0.00%
Holdings508302
YTD Return+12.01%Best+8.59%
1Y Return+16.48%-
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Top 10 Weight37.8%18.9%Best
Fund FamilyiShares by BlackRock (US)Neuberger Berman
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Mar 6, 2026

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

IVV vs NBIE 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.

IVV vs NBIE Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Neuberger International Core Equity ETF (NBIE) is an ETF from Neuberger Berman. Year to date, IVV is up 12.01% versus a gain of 8.59% for NBIE.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while NBIE charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for NBIE.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 241 in NBIE, totalling 99.3% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 241 in NBIE, against full books of 508 and 302.

What only one of them owns

Our book lists 5 positions for NBIE that do not appear in our book for IVV (3.0% of the fund), and 482 for IVV that do not appear in NBIE (98.6%).

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.

You are not choosing between two funds in isolation.

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

IVVNBIE

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Frequently Asked Questions

Which is cheaper, IVV or NBIE?

IVV has an expense ratio of 0.03% while NBIE charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.

Which pays a higher dividend, IVV or NBIE?

IVV yields 1.06% while NBIE yields 0.00%, so IVV currently pays the higher dividend yield.

Is NBIE better than IVV?

IVV has a lower expense ratio. NBIE is less concentrated, with 18.9% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.