FFND vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricFFNDIVVWinner
Expense Ratio1.00%0.03%
AUM$100M$865.2B
Dividend Yield0.61%1.09%
Holdings93508
YTD Return+11.66%+13.80%
1Y Return+20.23%+23.70%
3Y Return (annualized)+21.00%+21.49%
5Y Return (annualized)+6.07%+13.43%
Volatility (annualized)23.0%15.1%
Max Drawdown-47.8%-56.5%
Fund FamilyThe Future FundiShares by BlackRock (US)
CategoryEquityEquity
InceptionAug 24, 2021May 15, 2000

FFND vs IVV Performance

One Global ETF (FFND) is a ETF from The Future Fund and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FFND returned +20.23% while IVV returned +23.70%. Year to date, FFND is up 11.66% versus a gain of 13.80% for IVV.

Over three years, FFND compounded at +21.00% per year against +21.49% for IVV; over five years the annualized figures are +6.07% and +13.43% respectively. Across the full 5-year window we track, IVV has the edge at +7.05% annualized vs +6.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FFND has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -47.8% for FFND and -56.5% for IVV. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFND charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, FFND currently yields 0.61% against 1.09% for IVV.

Holdings Overlap

33.9%overlap

FFND and IVV share 38 holdings out of 557 unique holdings combined, representing a 33.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFNDWeight in IVVDifference
NVDA5.24%7.76%2.52%
AAPL4.36%7.44%3.08%
AMZN4.60%3.75%0.85%
MSFTProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
JPM:USProProPro
JNJProProPro
VProProPro
See all 10 holdings FFND shares with IVV
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, FFND or IVV?

FFND has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, FFND or IVV?

Over the past year FFND returned +20.23% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), FFND annualized +6.07% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, FFND or IVV?

FFND has been the more volatile fund at 23.0% annualized versus 15.1% for IVV. Worst drawdown: FFND -47.8% vs IVV -56.5%.

Should I hold both FFND and IVV?

FFND and IVV have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFND and IVV?

FFND and IVV share 38 common holdings with a 33.9% weight overlap. Combined, they hold 557 unique securities.

Which pays a higher dividend, FFND or IVV?

FFND yields 0.61% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →