IVV vs NSCR
iShares Core S&P 500 ETF vs Nuveen Sustainable Core ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NSCR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $907.0B | $6M | |
| Dividend Yield | 1.10% | 2.07% | |
| Holdings | 508 | 56 | |
| YTD Return | +12.39% | -17.77% | |
| 1Y Return | +20.24% | +10.55% | |
| 3Y Return (annualized) | +21.78% | - | |
| 5Y Return (annualized) | +12.84% | - | |
| Volatility (annualized) | 15.1% | 14.6% | |
| Max Drawdown | -56.5% | -20.8% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 5, 2024 |
IVV vs NSCR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Sustainable Core ETF (NSCR) is a ETF from Nuveen. Over the past year IVV returned +20.24% while NSCR returned +10.55%. Year to date, IVV is up 12.39% versus a loss of 17.77% for NSCR.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.6% for NSCR. 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 -20.8% for NSCR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while NSCR charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.07% for NSCR.
Holdings Overlap
IVV and NSCR share 50 holdings out of 513 unique holdings combined, representing a 43.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NSCR?
IVV has an expense ratio of 0.03% while NSCR charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or NSCR?
Over the past year IVV returned +20.24% vs +10.55% for NSCR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +3.19% for NSCR. Past performance does not guarantee future results.
Which is riskier, IVV or NSCR?
IVV has been the more volatile fund at 15.1% annualized versus 14.6% for NSCR. Worst drawdown: IVV -56.5% vs NSCR -20.8%.
Should I hold both IVV and NSCR?
IVV and NSCR have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NSCR?
IVV and NSCR share 50 common holdings with a 43.9% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or NSCR?
IVV yields 1.10% while NSCR yields 2.07%, so NSCR currently pays the higher dividend yield.
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