IVV vs IXP
iShares Core S&P 500 ETF vs iShares Global Comm Services ETF
Which is better, IVV or IXP?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 70.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | IXP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.37% |
| AUM | $896.5B | $613M |
| Dividend Yield | 1.10% | 3.32% |
| Holdings | 508 | 88 |
| YTD Return | +13.59%Best | -2.19% |
| 1Y Return | +17.54%Best | +0.25% |
| 3Y Return (annualized) | +22.46%Best | +20.98% |
| 5Y Return (annualized) | +13.28%Best | +8.56% |
| Volatility (annualized) | 14.8%Best | 16.6% |
| Max Drawdown | -56.5% | -53.1%Best |
| $10,000 over 5 years | $18,654Best | $15,078 |
| Top 10 Weight | 38.9%Best | 70.0% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Nov 12, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2001 to Oct 14, 2026 (24.9 years).
IVV vs IXP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 24.9 years both funds cover.
IVV vs IXP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares Global Comm Services ETF (IXP) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.54% while IXP returned +0.25%. Year to date, IVV is up 13.59% versus a loss of 2.19% for IXP.
Over three years, IVV compounded at +22.46% per year against +20.98% for IXP; over five years the annualized figures are +13.28% and +8.56% respectively. Across the full 25-year window we track, IVV has the edge at +8.32% annualized vs +3.61%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXP has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.8% 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 -53.1% for IXP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while IXP charges 0.37%. On a $10,000 position that is $3 vs $37 annually, a gap of $34 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.32% for IXP.
Holdings Overlap
9.9% of IVV's money is in holdings IXP also owns. 70.9% of IXP's money is in holdings IVV also owns.
Most of IXP is already inside IVV. Owning both mostly buys the same companies twice.
23 positions in common, counted across the 506 positions we hold weights for in IVV and 65 in IXP, against full books of 508 and 88.
What only one of them owns
Our book lists 3 positions for IXP that do not appear in our book for IVV (1.1% of the fund), and 477 for IVV that do not appear in IXP (89.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in IXP | Difference |
|---|---|---|---|
| METAMeta Platforms, Inc. | 2.42% | 20.69% | 18.27% |
| GOOGLAlphabet Inc-cl A | 3.00% | 12.45% | 9.45% |
| GOOGAlphabet, Inc.- Cl C | 2.41% | 9.99% | 7.58% |
| DISWalt Disney Co/The | 0.26% | 4.20% | 3.94% |
| VZVerizon Communications, Inc. | 0.29% | 4.10% | 3.81% |
| TAT&T Inc. | 0.25% | 4.06% | 3.81% |
| NFLXNetflix Inc | 0.43% | 3.67% | 3.24% |
| TMUST-Mobile Us Inc. | 0.12% | 1.90% | 1.78% |
| WBDWarner Bros Discovery Inc | 0.12% | 1.89% | 1.77% |
| CMCSAComcast Corp A | 0.12% | 1.87% | 1.75% |
70.9% of IXP is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or IXP?
IVV has an expense ratio of 0.03% while IXP charges 0.37%. IVV is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, IVV or IXP?
Over the past year IVV returned +17.54% vs +0.25% for IXP, so IVV leads on 1-year performance. Over the longest common window we track (25 years), IVV annualized +8.32% vs +3.61% for IXP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or IXP?
IXP has been the more volatile fund at 16.6% annualized versus 14.8% for IVV. Worst drawdown: IVV -56.5% vs IXP -53.1%.
Should I hold both IVV and IXP?
IVV and IXP have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and IXP?
70.9% of IXP's money is in holdings IVV also owns. 70.9% of IXP's is in holdings IVV also owns. They hold 23 positions in common, counted across the 506 positions we hold weights for in IVV and 65 in IXP.
Which pays a higher dividend, IVV or IXP?
IVV yields 1.10% while IXP yields 3.32%, so IXP currently pays the higher dividend yield.
Is IXP better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 70.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.