IVV vs NUIF

IVV vs NUIF

Which is better, IVV or NUIF?

Large Cap Blend against Mid Cap Blend.

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 54.0%.

Lower Fees: IVVLess Concentrated: 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

MetricIVVNUIF
Expense Ratio0.03%Best0.55%
AUM$886.7B$24M
Dividend Yield1.10%0.00%
Holdings50837
YTD Return+12.70%Best+0.38%
1Y Return+19.36%-
3Y Return (annualized)+21.16%-
5Y Return (annualized)+12.75%-
Top 10 Weight37.9%Best54.0%
Fund FamilyiShares by BlackRock (US)Nuveen
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 15, 2000Jun 17, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs NUIF 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 NUIF Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen US Infrastructure ETF (NUIF) is an ETF from Nuveen. Year to date, IVV is up 12.70% versus a gain of 0.38% for NUIF.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while NUIF charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for NUIF.

Holdings Overlap

IVV already in NUIF2.3%
NUIF already in IVV73.5%

2.3% of IVV's money is in holdings NUIF also owns. 73.5% of NUIF's money is in holdings IVV also owns.

Most of NUIF is already inside IVV. Owning both mostly buys the same companies twice.

24 positions in common, counted across the 504 positions we hold weights for in IVV and 38 in NUIF, against full books of 508 and 37.

What only one of them owns

Our book lists 4 positions for NUIF that do not appear in our book for IVV (8.6% of the fund), and 469 for IVV that do not appear in NUIF (97.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in NUIFDifference
ETREntergy Corp.0.07%7.40%7.33%
NEENextera Energy Inc0.27%7.11%6.84%
AEPAmerican Electric Power Co Inc0.10%7.13%7.03%
XELXcel Energy Inc.0.07%6.34%6.27%
LNTAlliant Energy Corp.0.03%5.01%4.98%
WMBWilliams Cos Inc/the0.13%4.22%4.09%
AEEAmeren Corp.0.05%4.18%4.13%
TRGPTarga Resources Inc0.08%3.91%3.83%
WMWaste Management  Inc .0.12%3.46%3.34%
UNPUnion Pacific Corp0.26%2.70%2.44%

73.5% of NUIF is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVNUIF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or NUIF?

IVV has an expense ratio of 0.03% while NUIF charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

What is the holdings overlap between IVV and NUIF?

73.5% of NUIF's money is in holdings IVV also owns. 73.5% of NUIF's is in holdings IVV also owns. They hold 24 positions in common, counted across the 504 positions we hold weights for in IVV and 38 in NUIF.

Which pays a higher dividend, IVV or NUIF?

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

Is NUIF better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 54.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.