IVV vs NIHI

IVV vs NIHI
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNIHIWinner
Expense Ratio0.03%0.68%
AUM$907.0B$191M
Dividend Yield1.10%9.04%
Holdings5084
YTD Return+13.51%+3.40%
1Y Return+20.65%+8.57%
3Y Return (annualized)+21.94%-
5Y Return (annualized)+12.95%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-11.7%
Fund FamilyiShares by BlackRock (US)NEOS
CategoryEquityFixed Income
InceptionMay 15, 2000Sep 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 +20.65% while NIHI returned +8.57%. Year to date, IVV is up 13.51% versus a gain of 3.40% 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 1.10% against 9.04% for NIHI.

Holdings Overlap

0.0%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 +20.65% vs +8.57% 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 1.10% while NIHI yields 9.04%, so NIHI currently pays the higher dividend yield.

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