IVV vs NXUS

IVV vs NXUS
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. NXUS offers more diversification with 2,907 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: NXUS

Side-by-Side Comparison

MetricIVVNXUSWinner
Expense Ratio0.03%0.08%
AUM$907.0B$3.9B
Dividend Yield1.10%1.96%
Holdings5082,907
YTD Return+13.25%+0.16%
1Y Return+19.95%+0.73%
3Y Return (annualized)+21.26%-
5Y Return (annualized)+12.82%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.8%
Fund FamilyiShares by BlackRock (US)Nuveen
CategoryEquityFixed Income
InceptionMay 15, 2000Sep 23, 2025

IVV vs NXUS Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen International Aggregate Bond ETF (NXUS) is a ETF from Nuveen. Over the past year IVV returned +19.95% while NXUS returned +0.73%. Year to date, IVV is up 13.25% versus a gain of 0.16% for NXUS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.8% for NXUS. 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 NXUS charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.96% for NXUS.

Holdings Overlap

0.0%overlap

IVV and NXUS share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or NXUS?

IVV has an expense ratio of 0.03% while NXUS charges 0.08%. IVV is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, IVV or NXUS?

Over the past year IVV returned +19.95% vs +0.73% for NXUS, so IVV leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between IVV and NXUS?

IVV and NXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or NXUS?

IVV yields 1.10% while NXUS yields 1.96%, so NXUS currently pays the higher dividend yield.

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