IVV vs UIVM
iShares Core S&P 500 ETF vs VictoryShares International Value Momentum ETF
Quick Verdict
IVV has a lower expense ratio. UIVM delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | UIVM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $865.2B | $333M | |
| Dividend Yield | 1.09% | 3.06% | |
| Holdings | 508 | 203 | |
| YTD Return | +13.43% | +20.37% | |
| 1Y Return | +22.61% | +32.75% | |
| 3Y Return (annualized) | +21.47% | +26.36% | |
| 5Y Return (annualized) | +13.26% | +13.21% | |
| Volatility (annualized) | 15.1% | 16.0% | |
| Max Drawdown | -56.5% | -46.1% | |
| Fund Family | iShares by BlackRock (US) | Victory Capital Management Inc. | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 24, 2017 |
IVV vs UIVM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VictoryShares International Value Momentum ETF (UIVM) is a ETF from Victory Capital Management Inc.. Over the past year IVV returned +22.61% while UIVM returned +32.75%. Year to date, IVV is up 13.43% versus a gain of 20.37% for UIVM.
Over three years, IVV compounded at +21.47% per year against +26.36% for UIVM; over five years the annualized figures are +13.26% and +13.21% respectively. Across the full 9-year window we track, UIVM has the edge at +7.65% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UIVM has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -46.1% for UIVM. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while UIVM charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.06% for UIVM.
Holdings Overlap
IVV and UIVM share 0 holdings out of 701 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 UIVM?
IVV has an expense ratio of 0.03% while UIVM charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IVV or UIVM?
Over the past year IVV returned +22.61% vs +32.75% for UIVM, so UIVM leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +7.65% for UIVM. Past performance does not guarantee future results.
Which is riskier, IVV or UIVM?
UIVM has been the more volatile fund at 16.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs UIVM -46.1%.
Should I hold both IVV and UIVM?
IVV and UIVM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and UIVM?
IVV and UIVM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 701 unique securities.
Which pays a higher dividend, IVV or UIVM?
IVV yields 1.09% while UIVM yields 3.06%, so UIVM currently pays the higher dividend yield.
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