IVV vs NVYY

IVV vs NVYY
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNVYYWinner
Expense Ratio0.03%1.15%
AUM$907.0B$34M
Dividend Yield1.10%137.51%
Holdings5086
YTD Return+12.71%-0.53%
1Y Return+21.89%+4.73%
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%27.5%
Max Drawdown-56.5%-14.9%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000May 12, 2025

IVV vs NVYY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares YieldBoost NVDA ETF (NVYY) is a ETF from GraniteShares. Over the past year IVV returned +21.89% while NVYY returned +4.73%. Year to date, IVV is up 12.71% versus a loss of 0.53% for NVYY.

Risk: Volatility and Drawdowns

NVYY has been the more volatile fund, with annualized monthly volatility of 27.5% 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 -14.9% for NVYY. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while NVYY charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 137.51% for NVYY.

Frequently Asked Questions

Which is cheaper, IVV or NVYY?

IVV has an expense ratio of 0.03% while NVYY charges 1.15%. IVV is the cheaper option. On a $10,000 investment, that is $112 per year of difference.

Which performed better, IVV or NVYY?

Over the past year IVV returned +21.89% vs +4.73% for NVYY, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs +36.21% for NVYY. Past performance does not guarantee future results.

Which is riskier, IVV or NVYY?

NVYY has been the more volatile fund at 27.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NVYY -14.9%.

Should I hold both IVV and NVYY?

IVV and NVYY have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or NVYY?

IVV yields 1.10% while NVYY yields 137.51%, so NVYY currently pays the higher dividend yield.

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