IVV vs NVD

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNVDWinner
Expense Ratio0.03%1.35%
AUM$865.2B$68M
Dividend Yield1.09%16.25%
Holdings5081
YTD Return+14.50%-43.98%
1Y Return+22.02%-53.32%
3Y Return (annualized)+21.80%-79.22%
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%61.7%
Max Drawdown-56.5%-99.2%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Aug 21, 2023

IVV vs NVD Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 2x Short NVDA Daily ETF (NVD) is a ETF from GraniteShares. Over the past year IVV returned +22.02% while NVD returned -53.32%. Year to date, IVV is up 14.50% versus a loss of 43.98% for NVD.

Over three years, IVV compounded at +21.80% per year against -79.22% for NVD. Across the full 3-year window we track, IVV has the edge at +7.07% annualized vs -79.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVD has been the more volatile fund, with annualized monthly volatility of 61.7% compared with 15.1% for IVV. 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 -99.2% for NVD. 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 -0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while NVD charges 1.35%. On a $10,000 position that is $3 vs $135 annually, a gap of $132 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 16.25% for NVD.

Holdings Overlap

0.0%overlap

IVV and NVD share 1 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in NVDDifference
NVDA7.76%-200.53%208.29%

Frequently Asked Questions

Which is cheaper, IVV or NVD?

IVV has an expense ratio of 0.03% while NVD charges 1.35%. IVV is the cheaper option. On a $10,000 investment, that is $132 per year of difference.

Which performed better, IVV or NVD?

Over the past year IVV returned +22.02% vs -53.32% for NVD, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.07% vs -79.22% for NVD. Past performance does not guarantee future results.

Which is riskier, IVV or NVD?

NVD has been the more volatile fund at 61.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NVD -99.2%.

Should I hold both IVV and NVD?

IVV and NVD have a monthly-return correlation of -0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and NVD?

IVV and NVD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, IVV or NVD?

IVV yields 1.09% while NVD yields 16.25%, so NVD currently pays the higher dividend yield.

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