IVV vs VNAM

IVV vs VNAM
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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

MetricIVVVNAMWinner
Expense Ratio0.03%0.51%
AUM$907.0B$35M
Dividend Yield1.10%0.52%
Holdings50872
YTD Return+12.28%-8.91%
1Y Return+20.94%+3.76%
3Y Return (annualized)+21.81%+9.54%
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%25.3%
Max Drawdown-56.5%-52.8%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityEquity
InceptionMay 15, 2000Dec 7, 2021

IVV vs VNAM Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X MSCI Vietnam ETF (VNAM) is a ETF from Global X by mirae Asset. Over the past year IVV returned +20.94% while VNAM returned +3.76%. Year to date, IVV is up 12.28% versus a loss of 8.91% for VNAM.

Over three years, IVV compounded at +21.81% per year against +9.54% for VNAM. Across the full 5-year window we track, IVV has the edge at +6.98% annualized vs -1.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VNAM has been the more volatile fund, with annualized monthly volatility of 25.3% 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 -52.8% for VNAM. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while VNAM charges 0.51%. On a $10,000 position that is $3 vs $51 annually, a gap of $48 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.52% for VNAM.

Holdings Overlap

2.1%overlap

IVV and VNAM share 5 holdings out of 565 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VNAMDifference
AAPL7.44%0.46%6.98%
MSFT4.57%0.51%4.06%
GOOG2.53%0.49%2.04%
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Frequently Asked Questions

Which is cheaper, IVV or VNAM?

IVV has an expense ratio of 0.03% while VNAM charges 0.51%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, IVV or VNAM?

Over the past year IVV returned +20.94% vs +3.76% for VNAM, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +6.98% vs -1.94% for VNAM. Past performance does not guarantee future results.

Which is riskier, IVV or VNAM?

VNAM has been the more volatile fund at 25.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VNAM -52.8%.

Should I hold both IVV and VNAM?

IVV and VNAM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VNAM?

IVV and VNAM share 5 common holdings with a 2.1% weight overlap. Combined, they hold 565 unique securities.

Which pays a higher dividend, IVV or VNAM?

IVV yields 1.10% while VNAM yields 0.52%, so IVV currently pays the higher dividend yield.

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