IVV vs NSIG

IVV vs NSIG
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNSIGWinner
Expense Ratio0.03%0.38%
AUM$907.0B$63M
Dividend Yield1.10%0.00%
Holdings50879
YTD Return+12.28%-2.26%
1Y Return+20.94%-
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-8.4%
Fund FamilyiShares by BlackRock (US)North Square Investments, LLC
CategoryEquityEquity
InceptionMay 15, 2000Jul 9, 2026

IVV vs NSIG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and North Square Growth Opportunities ETF (NSIG) is a ETF from North Square Investments, LLC. Year to date, IVV is up 12.28% versus a loss of 2.26% for NSIG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.4% for NSIG. 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 NSIG charges 0.38%. On a $10,000 position that is $3 vs $38 annually, a gap of $35 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for NSIG.

Holdings Overlap

50.8%overlap

IVV and NSIG share 67 holdings out of 517 unique holdings combined, representing a 50.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IVVWeight in NSIGDifference
NVDA7.76%14.20%6.44%
AAPL7.44%9.97%2.53%
GOOGL3.15%11.22%8.07%
MSFTProProPro
AVGOProProPro
METAProProPro
AMZNProProPro
TSLAProProPro
MUProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, IVV or NSIG?

IVV has an expense ratio of 0.03% while NSIG charges 0.38%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

What is the holdings overlap between IVV and NSIG?

IVV and NSIG share 67 common holdings with a 50.8% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, IVV or NSIG?

IVV yields 1.10% while NSIG yields 0.00%, so IVV currently pays the higher dividend yield.

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