IVV vs NYM

IVV vs NYM

Which is better, IVV or NYM?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVNYM
Expense Ratio0.03%Best0.27%
AUM$876.4B$1.3B
Dividend Yield1.06%1.99%
Holdings508433
YTD Return+12.39%Best-0.40%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)AllianceBernstein L.P.
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Nov 7, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs NYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs NYM Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and AB New York Intermediate Municipal ETF (NYM) is an ETF from AllianceBernstein L.P.. Year to date, IVV is up 12.39% versus a loss of 0.40% for NYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while NYM charges 0.27%. On a $10,000 position that is $3 vs $27 annually, a gap of $24 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.99% for NYM.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 106 in NYM, totalling 99.3% and 29.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 106 in NYM, against full books of 508 and 433.

You are not choosing between two funds in isolation.

Whichever of IVV and NYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVNYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or NYM?

IVV has an expense ratio of 0.03% while NYM charges 0.27%. IVV is the cheaper option, by $24 a year on a $10,000 investment.

Which pays a higher dividend, IVV or NYM?

IVV yields 1.06% while NYM yields 1.99%, so NYM currently pays the higher dividend yield.

Is NYM better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.