IVV vs NDIA
iShares Core S&P 500 ETF vs Global X India Active 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 | NDIA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $59M | |
| Dividend Yield | 1.10% | 1.19% | |
| Holdings | 508 | 30 | |
| YTD Return | +12.28% | -8.13% | |
| 1Y Return | +20.94% | -6.63% | |
| 3Y Return (annualized) | +21.81% | +4.56% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 14.1% | |
| Max Drawdown | -56.5% | -22.1% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 17, 2023 |
IVV vs NDIA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X India Active ETF (NDIA) is a ETF from Global X by mirae Asset. Over the past year IVV returned +20.94% while NDIA returned -6.63%. Year to date, IVV is up 12.28% versus a loss of 8.13% for NDIA.
Over three years, IVV compounded at +21.81% per year against +4.56% for NDIA. Across the full 3-year window we track, IVV has the edge at +6.98% annualized vs +4.94%. 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 14.1% for NDIA. 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 -22.1% for NDIA. 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 1.19% for NDIA.
Holdings Overlap
IVV and NDIA share 0 holdings out of 533 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or NDIA?
Over the past year IVV returned +20.94% vs -6.63% for NDIA, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.98% vs +4.94% for NDIA. Past performance does not guarantee future results.
Which is riskier, IVV or NDIA?
IVV has been the more volatile fund at 15.1% annualized versus 14.1% for NDIA. Worst drawdown: IVV -56.5% vs NDIA -22.1%.
Should I hold both IVV and NDIA?
IVV and NDIA have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NDIA?
IVV and NDIA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 533 unique securities.
Which pays a higher dividend, IVV or NDIA?
IVV yields 1.10% while NDIA yields 1.19%, so NDIA currently pays the higher dividend yield.
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