IVV vs NCLD

IVV vs NCLD

Which is better, IVV or NCLD?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVNCLD
Expense Ratio0.03%Best0.65%
AUM$876.4B$52M
Dividend Yield1.06%-
Holdings50816
YTD Return+11.51%Best-2.08%
1Y Return+15.96%-
3Y Return (annualized)+21.01%-
5Y Return (annualized)+12.66%-
Fund FamilyiShares by BlackRock (US)Roundhill Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Aug 6, 2026

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

IVV vs NCLD 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 NCLD Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Roundhill Neocloud ETF (NCLD) is an ETF from Roundhill Investments. Year to date, IVV is up 11.51% versus a loss of 2.08% for NCLD.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while NCLD charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 16 in NCLD, totalling 99.3% and 60.4% 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 16 in NCLD, against full books of 508 and 16.

You are not choosing between two funds in isolation.

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

IVVNCLD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or NCLD?

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

Is NCLD better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.