IVV vs NFTY
iShares Core S&P 500 ETF vs First Trust India Nifty 50 Equal Weight ETF
Which is better, IVV or NFTY?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. NFTY is less concentrated, with 22.5% of the fund in its ten largest positions against 37.8%.
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 | NFTY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.80% |
| AUM | $876.4B | $117M |
| Dividend Yield | 1.06% | 1.87% |
| Holdings | 508 | 104 |
| YTD Return | +14.14%Best | -9.38% |
| 1Y Return | +17.30%Best | -8.03% |
| 3Y Return (annualized) | +23.04%Best | +3.95% |
| 5Y Return (annualized) | +13.63%Best | +3.29% |
| Volatility (annualized) | 14.1%Best | 17.8% |
| Max Drawdown | -33.9%Best | -50.6% |
| $10,000 over 5 years | $18,944Best | $11,757 |
| Top 10 Weight | 37.8% | 22.5%Best |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Feb 14, 2012 |
Volatility and max drawdown are measured over the window both funds cover: Feb 28, 2012 to Sep 22, 2026 (14.6 years).
IVV vs NFTY 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 14.6 years both funds cover.
IVV vs NFTY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and First Trust India Nifty 50 Equal Weight ETF (NFTY) is an ETF from First Trust Portfolios (US). Over the past year IVV returned +17.30% while NFTY returned -8.03%. Year to date, IVV is up 14.14% versus a loss of 9.38% for NFTY.
Over three years, IVV compounded at +23.04% per year against +3.95% for NFTY; over five years the annualized figures are +13.63% and +3.29% respectively. Across the full 15-year window we track, IVV has the edge at +13.21% annualized vs +4.57%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NFTY has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.1% 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 -33.9% for IVV and -50.6% for NFTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while NFTY charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.87% for NFTY.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 50 in NFTY, totalling 99.3% and 99.0% 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 50 in NFTY, against full books of 508 and 104.
What only one of them owns
Our book lists 3 positions for NFTY that do not appear in our book for IVV (6.0% of the fund), and 482 for IVV that do not appear in NFTY (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 NFTY 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 NFTY?
IVV has an expense ratio of 0.03% while NFTY charges 0.80%. IVV is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, IVV or NFTY?
Over the past year IVV returned +17.30% vs -8.03% for NFTY, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.21% vs +4.57% for NFTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NFTY?
NFTY has been the more volatile fund at 17.8% annualized versus 14.1% for IVV. Worst drawdown: IVV -33.9% vs NFTY -50.6%.
Should I hold both IVV and NFTY?
IVV and NFTY have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or NFTY?
IVV yields 1.06% while NFTY yields 1.87%, so NFTY currently pays the higher dividend yield.
Is NFTY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. NFTY is less concentrated, with 22.5% 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.