IVV vs NFTY
IVV vs NFTY
iShares Core S&P 500 ETF vs First Trust India Nifty 50 Equal Weight ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | NFTY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.81% | |
| AUM | $865.2B | $116M | |
| Dividend Yield | 1.09% | 1.90% | |
| Holdings | 508 | 52 | |
| YTD Return | +13.80% | -5.49% | |
| 1Y Return | +23.70% | -1.02% | |
| 3Y Return (annualized) | +21.49% | +6.17% | |
| 5Y Return (annualized) | +13.43% | +5.88% | |
| Volatility (annualized) | 15.1% | 17.9% | |
| Max Drawdown | -56.5% | -50.6% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 14, 2012 |
IVV vs NFTY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and First Trust India Nifty 50 Equal Weight ETF (NFTY) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +23.70% while NFTY returned -1.02%. Year to date, IVV is up 13.80% versus a loss of 5.49% for NFTY.
Over three years, IVV compounded at +21.49% per year against +6.17% for NFTY; over five years the annualized figures are +13.43% and +5.88% respectively. Across the full 14-year window we track, IVV has the edge at +7.05% annualized vs +4.92%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NFTY has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.1% 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 -56.5% for IVV and -50.6% for NFTY. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while NFTY charges 0.81%. On a $10,000 position that is $3 vs $81 annually, a gap of $78 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.90% for NFTY.
Holdings Overlap
IVV and NFTY share 0 holdings out of 555 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 NFTY?
IVV has an expense ratio of 0.03% while NFTY charges 0.81%. IVV is the cheaper option. On a $10,000 investment, that is $78 per year of difference.
Which performed better, IVV or NFTY?
Over the past year IVV returned +23.70% vs -1.02% for NFTY, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +7.05% vs +4.92% for NFTY. Past performance does not guarantee future results.
Which is riskier, IVV or NFTY?
NFTY has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NFTY -50.6%.
Should I hold both IVV and NFTY?
IVV and NFTY have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NFTY?
IVV and NFTY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, IVV or NFTY?
IVV yields 1.09% while NFTY yields 1.90%, so NFTY currently pays the higher dividend yield.
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