IVV vs NMBL
iShares Core S&P 500 ETF vs NovaTide Flexible Allocation ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NMBL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.99% | |
| AUM | $907.0B | $24M | |
| Dividend Yield | 1.10% | 0.90% | |
| Holdings | 508 | 43 | |
| YTD Return | +12.71% | +6.93% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -8.1% | |
| Fund Family | iShares by BlackRock (US) | NovaTide | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Oct 30, 2025 |
IVV vs NMBL Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and NovaTide Flexible Allocation ETF (NMBL) is a ETF from NovaTide. Year to date, IVV is up 12.71% versus a gain of 6.93% for NMBL.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.1% for NMBL. 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 NMBL charges 1.99%. On a $10,000 position that is $3 vs $199 annually, a gap of $196 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.90% for NMBL.
Holdings Overlap
IVV and NMBL share 3 holdings out of 543 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NMBL?
IVV has an expense ratio of 0.03% while NMBL charges 1.99%. IVV is the cheaper option. On a $10,000 investment, that is $196 per year of difference.
What is the holdings overlap between IVV and NMBL?
IVV and NMBL share 3 common holdings with a 1.9% weight overlap. Combined, they hold 543 unique securities.
Which pays a higher dividend, IVV or NMBL?
IVV yields 1.10% while NMBL yields 0.90%, so IVV currently pays the higher dividend yield.
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