IVV vs VYMI

Quick Verdict

IVV has a lower expense ratio. VYMI delivered stronger 1-year returns. VYMI offers more diversification with 1480 holdings.

Lower Fees: IVVHigher Returns: VYMIMore Diversified: VYMI

Side-by-Side Comparison

MetricIVVVYMIWinner
Expense Ratio0.03%0.07%
AUM$865.2B$19.5B
Dividend Yield1.09%3.69%
Holdings5081,576
YTD Return+14.50%+17.41%
1Y Return+22.02%+29.57%
3Y Return (annualized)+21.80%+23.51%
5Y Return (annualized)+13.37%+13.73%
Volatility (annualized)15.1%14.9%
Max Drawdown-56.5%-45.2%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 15, 2000Feb 25, 2016

IVV vs VYMI Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard International High Dividend Yield ETF (VYMI) is a ETF from Vanguard (US). Over the past year IVV returned +22.02% while VYMI returned +29.57%. Year to date, IVV is up 14.50% versus a gain of 17.41% for VYMI.

Over three years, IVV compounded at +21.80% per year against +23.51% for VYMI; over five years the annualized figures are +13.37% and +13.73% respectively. Across the full 10-year window we track, VYMI has the edge at +9.59% annualized vs +7.07%. 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 14.9% for VYMI. 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 -45.2% for VYMI. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while VYMI 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 3.69% for VYMI.

Holdings Overlap

0.2%overlap

IVV and VYMI share 3 holdings out of 1982 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VYMIDifference
SLB:CW0.11%0.58%0.47%
HBAN0.06%0.11%0.05%
KR0.05%0.00%0.05%

Frequently Asked Questions

Which is cheaper, IVV or VYMI?

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

Over the past year IVV returned +22.02% vs +29.57% for VYMI, so VYMI leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.07% vs +9.59% for VYMI. Past performance does not guarantee future results.

Which is riskier, IVV or VYMI?

IVV has been the more volatile fund at 15.1% annualized versus 14.9% for VYMI. Worst drawdown: IVV -56.5% vs VYMI -45.2%.

Should I hold both IVV and VYMI?

IVV and VYMI have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VYMI?

IVV and VYMI share 3 common holdings with a 0.2% weight overlap. Combined, they hold 1982 unique securities.

Which pays a higher dividend, IVV or VYMI?

IVV yields 1.09% while VYMI yields 3.69%, so VYMI currently pays the higher dividend yield.

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