IVV vs VIGI

IVV vs VIGI
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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

MetricIVVVIGIWinner
Expense Ratio0.03%0.07%
AUM$907.0B$9.4B
Dividend Yield1.10%2.03%
Holdings508369
YTD Return+14.29%+9.66%
1Y Return+21.79%+14.46%
3Y Return (annualized)+22.19%+12.56%
5Y Return (annualized)+13.28%+5.26%
Volatility (annualized)15.1%13.4%
Max Drawdown-56.5%-31.2%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000Feb 25, 2016

IVV vs VIGI Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard International Dividend Appreciation ETF (VIGI) is a ETF from Vanguard (US). Over the past year IVV returned +21.79% while VIGI returned +14.46%. Year to date, IVV is up 14.29% versus a gain of 9.66% for VIGI.

Over three years, IVV compounded at +22.19% per year against +12.56% for VIGI; over five years the annualized figures are +13.28% and +5.26% respectively. Across the full 11-year window we track, VIGI has the edge at +8.14% annualized vs +7.06%. 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 13.4% for VIGI. 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 -31.2% for VIGI. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while VIGI charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.03% for VIGI.

Holdings Overlap

0.0%overlap

IVV and VIGI share 0 holdings out of 846 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 VIGI?

IVV has an expense ratio of 0.03% while VIGI charges 0.07%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, IVV or VIGI?

Over the past year IVV returned +21.79% vs +14.46% for VIGI, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +7.06% vs +8.14% for VIGI. Past performance does not guarantee future results.

Which is riskier, IVV or VIGI?

IVV has been the more volatile fund at 15.1% annualized versus 13.4% for VIGI. Worst drawdown: IVV -56.5% vs VIGI -31.2%.

Should I hold both IVV and VIGI?

IVV and VIGI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VIGI?

IVV and VIGI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 846 unique securities.

Which pays a higher dividend, IVV or VIGI?

IVV yields 1.10% while VIGI yields 2.03%, so VIGI currently pays the higher dividend yield.

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