IVV vs VPL

Quick Verdict

IVV has a lower expense ratio. VPL delivered stronger 1-year returns. VPL offers more diversification with 2292 holdings.

Lower Fees: IVVHigher Returns: VPLMore Diversified: VPL

Side-by-Side Comparison

MetricIVVVPLWinner
Expense Ratio0.03%0.07%
AUM$865.2B$8.6B
Dividend Yield1.09%2.64%
Holdings5082,361
YTD Return+13.80%+22.63%
1Y Return+23.01%+36.50%
3Y Return (annualized)+21.77%+21.31%
5Y Return (annualized)+13.39%+9.81%
Volatility (annualized)15.1%16.4%
Max Drawdown-56.5%-55.5%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000Mar 4, 2005

IVV vs VPL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard FTSE Pacific ETF (VPL) is a ETF from Vanguard (US). Over the past year IVV returned +23.01% while VPL returned +36.50%. Year to date, IVV is up 13.80% versus a gain of 22.63% for VPL.

Over three years, IVV compounded at +21.77% per year against +21.31% for VPL; over five years the annualized figures are +13.39% and +9.81% respectively. Across the full 21-year window we track, IVV has the edge at +7.04% annualized vs +6.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VPL has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -55.5% for VPL. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while VPL 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 1.09% against 2.64% for VPL.

Holdings Overlap

0.1%overlap

IVV and VPL share 2 holdings out of 2795 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VPLDifference
SLB:CW0.11%1.56%1.45%
ORCL0.33%0.02%0.31%

Frequently Asked Questions

Which is cheaper, IVV or VPL?

IVV has an expense ratio of 0.03% while VPL 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 VPL?

Over the past year IVV returned +23.01% vs +36.50% for VPL, so VPL leads on 1-year performance. Over the longest common window we track (21 years), IVV annualized +7.04% vs +6.72% for VPL. Past performance does not guarantee future results.

Which is riskier, IVV or VPL?

VPL has been the more volatile fund at 16.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VPL -55.5%.

Should I hold both IVV and VPL?

IVV and VPL have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VPL?

IVV and VPL share 2 common holdings with a 0.1% weight overlap. Combined, they hold 2795 unique securities.

Which pays a higher dividend, IVV or VPL?

IVV yields 1.09% while VPL yields 2.64%, so VPL currently pays the higher dividend yield.

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