IETC 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

MetricIETCIVVWinner
Expense Ratio0.18%0.03%
AUM$658M$865.2B
Dividend Yield0.39%1.09%
Holdings106508
YTD Return+9.32%+13.52%
1Y Return+13.09%+23.63%
3Y Return (annualized)+25.83%+21.26%
5Y Return (annualized)+14.72%+13.52%
Volatility (annualized)21.6%15.1%
Max Drawdown-38.5%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 21, 2018May 15, 2000

IETC vs IVV Performance

iShares US Tech Independence Focused ETF (IETC) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IETC returned +13.09% while IVV returned +23.63%. Year to date, IETC is up 9.32% versus a gain of 13.52% for IVV.

Over three years, IETC compounded at +25.83% per year against +21.26% for IVV; over five years the annualized figures are +14.72% and +13.52% respectively. Across the full 8-year window we track, IETC has the edge at +20.37% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IETC has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -38.5% for IETC 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IETC charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IETC currently yields 0.39% against 1.09% for IVV.

Holdings Overlap

41.6%overlap

IETC and IVV share 67 holdings out of 541 unique holdings combined, representing a 41.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IETCWeight in IVVDifference
NVDA12.43%7.76%4.67%
AVGO8.40%2.83%5.57%
AAPL3.58%7.44%3.86%
MSFTProProPro
AMZNProProPro
GOOGLProProPro
MUProProPro
AMDProProPro
GOOGProProPro
METAProProPro
See all 10 holdings IETC shares with IVV
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IETC or IVV?

IETC has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, IETC or IVV?

Over the past year IETC returned +13.09% vs +23.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IETC annualized +20.37% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, IETC or IVV?

IETC has been the more volatile fund at 21.6% annualized versus 15.1% for IVV. Worst drawdown: IETC -38.5% vs IVV -56.5%.

Should I hold both IETC and IVV?

IETC and IVV have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IETC and IVV?

IETC and IVV share 67 common holdings with a 41.6% weight overlap. Combined, they hold 541 unique securities.

Which pays a higher dividend, IETC or IVV?

IETC yields 0.39% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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