IVV vs VDC
iShares Core S&P 500 ETF vs Vanguard Consumer Staples ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | VDC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.09% | |
| AUM | $865.2B | $7.8B | |
| Dividend Yield | 1.09% | 2.33% | |
| Holdings | 508 | 107 | |
| YTD Return | +13.80% | +10.43% | |
| 1Y Return | +23.01% | +5.65% | |
| 3Y Return (annualized) | +21.77% | +7.91% | |
| 5Y Return (annualized) | +13.39% | +6.89% | |
| Volatility (annualized) | 15.1% | 11.8% | |
| Max Drawdown | -56.5% | -36.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 26, 2004 |
IVV vs VDC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Consumer Staples ETF (VDC) is a ETF from Vanguard (US). Over the past year IVV returned +23.01% while VDC returned +5.65%. Year to date, IVV is up 13.80% versus a gain of 10.43% for VDC.
Over three years, IVV compounded at +21.77% per year against +7.91% for VDC; over five years the annualized figures are +13.39% and +6.89% respectively. Across the full 23-year window we track, VDC has the edge at +7.58% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.8% for VDC. 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 -36.6% for VDC. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while VDC charges 0.09%. On a $10,000 position that is $3 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.33% for VDC.
Holdings Overlap
IVV and VDC share 34 holdings out of 576 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or VDC?
IVV has an expense ratio of 0.03% while VDC charges 0.09%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, IVV or VDC?
Over the past year IVV returned +23.01% vs +5.65% for VDC, so IVV leads on 1-year performance. Over the longest common window we track (23 years), IVV annualized +7.04% vs +7.58% for VDC. Past performance does not guarantee future results.
Which is riskier, IVV or VDC?
IVV has been the more volatile fund at 15.1% annualized versus 11.8% for VDC. Worst drawdown: IVV -56.5% vs VDC -36.6%.
Should I hold both IVV and VDC?
IVV and VDC have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and VDC?
IVV and VDC share 34 common holdings with a 4.6% weight overlap. Combined, they hold 576 unique securities.
Which pays a higher dividend, IVV or VDC?
IVV yields 1.09% while VDC yields 2.33%, so VDC currently pays the higher dividend yield.
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