IVV vs NDIA
iShares Core S&P 500 ETF vs Global X India Active ETF
Which is better, IVV or NDIA?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 53.8%.
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
| Metric | IVV | NDIA |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $876.4B | $57M |
| Dividend Yield | 1.06% | 1.18% |
| Holdings | 508 | 33 |
| YTD Return | +11.57%Best | -11.11% |
| 1Y Return | +17.57%Best | -8.13% |
| 3Y Return (annualized) | +20.71%Best | +2.09% |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.9%Best | 14.1% |
| Max Drawdown | -18.8%Best | -22.1% |
| $10,000 over 3.1 years | $18,200Best | $11,199 |
| Top 10 Weight | 37.9%Best | 53.8% |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Aug 17, 2023 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 18, 2023 to Sep 10, 2026 (3.1 years).
IVV vs NDIA 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 covers the 3.1 years both funds cover.
IVV vs NDIA Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X India Active ETF (NDIA) is an ETF from Global X by mirae Asset. Over the past year IVV returned +17.57% while NDIA returned -8.13%. Year to date, IVV is up 11.57% versus a loss of 11.11% for NDIA.
Over three years, IVV compounded at +20.71% per year against +2.09% for NDIA.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NDIA has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.9% 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 -18.8% for IVV and -22.1% for NDIA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while NDIA charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.18% for NDIA.
Holdings Overlap
2.0% of NDIA's money is in holdings IVV also owns.
NDIA and IVV share little of their money.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 30 in NDIA, against full books of 508 and 33.
What only one of them owns
Our book lists 1 positions for NDIA that do not appear in our book for IVV (3.8% of the fund), and 495 for IVV that do not appear in NDIA (99.3%).
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
| Stock | Weight in IVV | Weight in NDIA | Difference |
|---|---|---|---|
| HAL:MBHindustan Aeronautics Ltd | 0.04% | 2.03% | 1.99% |
You are not choosing between two funds in isolation.
Whichever of IVV and NDIA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or NDIA?
IVV has an expense ratio of 0.03% while NDIA charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, IVV or NDIA?
Over the past year IVV returned +17.57% vs -8.13% for NDIA, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NDIA?
NDIA has been the more volatile fund at 14.1% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs NDIA -22.1%.
Should I hold both IVV and NDIA?
IVV and NDIA have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and NDIA?
2.0% of NDIA's money is in holdings IVV also owns. 2.0% of NDIA's is in holdings IVV also owns. They hold 1 positions in common, counted across the 505 positions we hold weights for in IVV and 30 in NDIA.
Which pays a higher dividend, IVV or NDIA?
IVV yields 1.06% while NDIA yields 1.18%, so NDIA currently pays the higher dividend yield.
Is NDIA better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 53.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.