IVV vs VICE

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVICEWinner
Expense Ratio0.03%0.99%
AUM$907.0B$7M
Dividend Yield1.10%0.75%
Holdings50825
YTD Return+14.29%+11.01%
1Y Return+21.79%-0.95%
3Y Return (annualized)+22.19%+9.31%
5Y Return (annualized)+13.28%+2.82%
Volatility (annualized)15.1%18.9%
Max Drawdown-56.5%-40.8%
Fund FamilyiShares by BlackRock (US)Advisor Shares
CategoryEquityEquity
InceptionMay 15, 2000Dec 11, 2017

IVV vs VICE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AdvisorShares Vice ETF (VICE) is a ETF from Advisor Shares. Over the past year IVV returned +21.79% while VICE returned -0.95%. Year to date, IVV is up 14.29% versus a gain of 11.01% for VICE.

Over three years, IVV compounded at +22.19% per year against +9.31% for VICE; over five years the annualized figures are +13.28% and +2.82% respectively. Across the full 9-year window we track, IVV has the edge at +7.06% annualized vs +4.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VICE has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -40.8% for VICE. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while VICE charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.75% for VICE.

Holdings Overlap

6.3%overlap

IVV and VICE share 8 holdings out of 521 unique holdings combined, representing a 6.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VICEDifference
NVDA7.76%4.81%2.95%
PM0.45%4.56%4.11%
MO0.19%4.79%4.60%
KOProProPro
MNSTProProPro
CASYProProPro
SBUXProProPro
VICIProProPro
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Frequently Asked Questions

Which is cheaper, IVV or VICE?

IVV has an expense ratio of 0.03% while VICE charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, IVV or VICE?

Over the past year IVV returned +21.79% vs -0.95% for VICE, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.06% vs +4.51% for VICE. Past performance does not guarantee future results.

Which is riskier, IVV or VICE?

VICE has been the more volatile fund at 18.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VICE -40.8%.

Should I hold both IVV and VICE?

IVV and VICE have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VICE?

IVV and VICE share 8 common holdings with a 6.3% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, IVV or VICE?

IVV yields 1.10% while VICE yields 0.75%, so IVV currently pays the higher dividend yield.

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