IVV vs SZC

IVV vs SZC
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Quick Verdict

IVV offers more diversification with 508 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSZCWinner
Expense Ratio0.03%-
AUM$907.0B-
Dividend Yield1.10%-
Holdings5080
YTD Return+12.71%-
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)NXG NextGen Infrastructure Income Fund
CategoryEquity-
InceptionMay 15, 2000-

IVV vs SZC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and NXG NextGen Infrastructure Income Fund (SZC) is a ETF from NXG NextGen Infrastructure Income Fund.

Risk: Volatility and Drawdowns

Frequently Asked Questions

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See what your portfolio actually owns
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