IVV vs NIHI
IVV vs NIHI
iShares Core S&P 500 ETF vs NEOS MSCI EAFE High Income 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 | NIHI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.68% | |
| AUM | $865.2B | $183M | |
| Dividend Yield | 1.09% | 8.30% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.80% | +3.82% | |
| 1Y Return | +23.70% | +9.01% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -11.7% | |
| Fund Family | iShares by BlackRock (US) | NEOS | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 17, 2025 |
IVV vs NIHI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and NEOS MSCI EAFE High Income ETF (NIHI) is a ETF from NEOS. Over the past year IVV returned +23.70% while NIHI returned +9.01%. Year to date, IVV is up 13.80% versus a gain of 3.82% for NIHI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -11.7% for NIHI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while NIHI charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.30% for NIHI.
Holdings Overlap
IVV and NIHI share 0 holdings out of 506 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 NIHI?
IVV has an expense ratio of 0.03% while NIHI charges 0.68%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, IVV or NIHI?
Over the past year IVV returned +23.70% vs +9.01% for NIHI, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and NIHI?
IVV and NIHI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or NIHI?
IVV yields 1.09% while NIHI yields 8.30%, so NIHI currently pays the higher dividend yield.
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