IVV vs NUM

Quick Verdict

IVV offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNUMWinner
Expense Ratio0.03%-
AUM$865.2B-
Dividend Yield1.09%-
Holdings5080
YTD Return+13.80%-
1Y Return+23.70%-
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)Nuveen Michigan Quality Municipal Income Fund
CategoryEquity-
InceptionMay 15, 2000-

IVV vs NUM Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Michigan Quality Municipal Income Fund (NUM) is a ETF from Nuveen Michigan Quality Municipal Income Fund.

Risk: Volatility and Drawdowns

Frequently Asked Questions

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