IVV vs NVIB

IVV vs NVIB
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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

MetricIVVNVIBWinner
Expense Ratio0.03%0.97%
AUM$886.7B$2M
Dividend Yield1.10%0.00%
Holdings5083
YTD Return+12.92%+13.67%
1Y Return+21.22%-
3Y Return (annualized)+20.95%-
5Y Return (annualized)+12.76%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-7.9%
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityEquity
InceptionMay 15, 2000Jul 29, 2026

IVV vs NVIB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion NVDA Defined Income Boost ETF (NVIB) is a ETF from Direxion Shares ETF Trust. Year to date, IVV is up 12.92% versus a gain of 13.67% for NVIB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -7.9% for NVIB. 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 NVIB charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for NVIB.

Holdings Overlap

8.0%overlap

IVV and NVIB share 1 holdings out of 507 unique holdings combined, representing a 8.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in NVIBDifference
NVDA7.98%10.26%2.28%

Frequently Asked Questions

Which is cheaper, IVV or NVIB?

IVV has an expense ratio of 0.03% while NVIB charges 0.97%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

What is the holdings overlap between IVV and NVIB?

IVV and NVIB share 1 common holdings with a 8.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, IVV or NVIB?

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

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