IVV vs NPV

IVV vs NPV

Which is better, IVV or NPV?

Large Cap Blend against Municipal Virginia.

IVV led over 1Y, 3Y, 5Y and the full window.

Higher Returns: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVNPV
Expense Ratio0.03%-
AUM$876.4B-
Dividend Yield1.06%7.04%
Holdings508187
YTD Return+13.85%Best-10.11%
1Y Return+18.57%Best-11.66%
3Y Return (annualized)+23.50%Best+5.89%
5Y Return (annualized)+13.34%Best-5.37%
Volatility (annualized)15.1%14.0%Best
Max Drawdown-56.5%-52.7%Best
$10,000 over 5 years$18,703Best$7,588
Fund FamilyiShares by BlackRock (US)Nuveen
CategoryEquityTax Preferred
StyleLarge Cap BlendMunicipal Virginia
InceptionMay 15, 2000Mar 18, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 19, 2000 to Sep 25, 2026 (26.4 years).

IVV vs NPV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs NPV Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen Virginia Quality Municipal Income Fund (NPV) is an ETF from Nuveen. Over the past year IVV returned +18.57% while NPV returned -11.66%. Year to date, IVV is up 13.85% versus a loss of 10.11% for NPV.

Over three years, IVV compounded at +23.50% per year against +5.89% for NPV; over five years the annualized figures are +13.34% and -5.37% respectively. Across the full 26-year window we track, IVV has the edge at +7.01% annualized vs -0.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.0% for NPV. 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 -52.7% for NPV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.22. They move largely independently of each other.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 60 in NPV, totalling 99.3% and 56.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 184 days apart, IVV as of Aug 31, 2026 and NPV as of Feb 28, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 60 in NPV, against full books of 508 and 187.

You are not choosing between two funds in isolation.

Whichever of IVV and NPV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVNPV

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Frequently Asked Questions

Which performed better, IVV or NPV?

Over the past year IVV returned +18.57% vs -11.66% for NPV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.01% vs -0.33% for NPV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or NPV?

IVV has been the more volatile fund at 15.1% annualized versus 14.0% for NPV. Worst drawdown: IVV -56.5% vs NPV -52.7%.

Should I hold both IVV and NPV?

IVV and NPV have a monthly-return correlation of 0.22, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or NPV?

IVV yields 1.06% while NPV yields 7.04%, so NPV currently pays the higher dividend yield.

Is NPV better than IVV?

IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.