IVV vs NISM
iShares Core S&P 500 ETF vs NYLI International Small-Mid Cap Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NISM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.70% | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | 0.24% | |
| Holdings | 508 | 91 | |
| YTD Return | +12.76% | +2.35% | |
| 1Y Return | +20.14% | - | |
| 3Y Return (annualized) | +21.69% | - | |
| 5Y Return (annualized) | +13.00% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.3% | |
| Fund Family | iShares by BlackRock (US) | New York Life Investment Management LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 13, 2026 |
IVV vs NISM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and NYLI International Small-Mid Cap Equity ETF (NISM) is a ETF from New York Life Investment Management LLC. Year to date, IVV is up 12.76% versus a gain of 2.35% for NISM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.3% for NISM. 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 NISM charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.24% for NISM.
Holdings Overlap
IVV and NISM share 0 holdings out of 593 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 NISM?
IVV has an expense ratio of 0.03% while NISM charges 0.70%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
What is the holdings overlap between IVV and NISM?
IVV and NISM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.
Which pays a higher dividend, IVV or NISM?
IVV yields 1.10% while NISM yields 0.24%, so IVV currently pays the higher dividend yield.
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