IGE vs IVV
IGE vs IVV
iShares North American Natural Resources ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IGE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IGE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $744M | $865.2B | |
| Dividend Yield | 2.11% | 1.09% | |
| Holdings | 156 | 508 | |
| YTD Return | +17.88% | +13.52% | |
| 1Y Return | +35.85% | +23.63% | |
| 3Y Return (annualized) | +15.95% | +21.26% | |
| 5Y Return (annualized) | +19.29% | +13.52% | |
| Volatility (annualized) | 44.8% | 15.1% | |
| Max Drawdown | -72.3% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2001 | May 15, 2000 |
IGE vs IVV Performance
iShares North American Natural Resources ETF (IGE) 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 IGE returned +35.85% while IVV returned +23.63%. Year to date, IGE is up 17.88% versus a gain of 13.52% for IVV.
Over three years, IGE compounded at +15.95% per year against +21.26% for IVV; over five years the annualized figures are +19.29% and +13.52% respectively. Across the full 25-year window we track, IGE has the edge at +14.36% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 44.8% 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 -72.3% for IGE 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IGE charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IGE currently yields 2.11% against 1.09% for IVV.
Holdings Overlap
IGE and IVV share 34 holdings out of 622 unique holdings combined, representing a 4.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGE | Weight in IVV | Difference |
|---|---|---|---|
| XOM | 9.42% | 0.97% | 8.45% |
| CVX | 8.89% | 0.55% | 8.34% |
| COP | 3.57% | 0.22% | 3.35% |
| NEM | Pro | Pro | Pro |
| WMB | Pro | Pro | Pro |
| FCX | Pro | Pro | Pro |
| VLO | Pro | Pro | Pro |
| MPC | Pro | Pro | Pro |
| PSX | Pro | Pro | Pro |
| CRH:IE | Pro | Pro | Pro |
See all 10 holdings IGE 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, IGE or IVV?
IGE has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IGE or IVV?
Over the past year IGE returned +35.85% vs +23.63% for IVV, so IGE leads on 1-year performance. Over the longest common window we track (25 years), IGE annualized +14.36% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, IGE or IVV?
IGE has been the more volatile fund at 44.8% annualized versus 15.1% for IVV. Worst drawdown: IGE -72.3% vs IVV -56.5%.
Should I hold both IGE and IVV?
IGE and IVV have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGE and IVV?
IGE and IVV share 34 common holdings with a 4.5% weight overlap. Combined, they hold 622 unique securities.
Which pays a higher dividend, IGE or IVV?
IGE yields 2.11% while IVV yields 1.09%, so IGE currently pays the higher dividend yield.
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