IVV vs MAPP

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

MetricIVVMAPPWinner
Expense Ratio0.03%0.80%
AUM$865.2B$10M
Dividend Yield1.09%2.78%
Holdings50824
YTD Return+13.31%+6.37%
1Y Return+24.00%+16.31%
3Y Return (annualized)+21.16%+15.11%
5Y Return (annualized)+13.34%-
Volatility (annualized)15.1%8.5%
Max Drawdown-56.5%-12.9%
Fund FamilyiShares by BlackRock (US)Harbor Funds
CategoryEquityAlternative
InceptionMay 15, 2000Sep 13, 2023

IVV vs MAPP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Harbor Multi-Asset Explorer ETF (MAPP) is a ETF from Harbor Funds. Over the past year IVV returned +24.00% while MAPP returned +16.31%. Year to date, IVV is up 13.31% versus a gain of 6.37% for MAPP.

Over three years, IVV compounded at +21.16% per year against +15.11% for MAPP. Across the full 3-year window we track, MAPP has the edge at +15.11% annualized vs +7.03%. 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 8.5% for MAPP. 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 -12.9% for MAPP. 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

IVV charges 0.03% per year while MAPP charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.78% for MAPP.

Holdings Overlap

0.0%overlap

IVV and MAPP share 0 holdings out of 528 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or MAPP?

IVV has an expense ratio of 0.03% while MAPP charges 0.80%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, IVV or MAPP?

Over the past year IVV returned +24.00% vs +16.31% for MAPP, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs +15.11% for MAPP. Past performance does not guarantee future results.

Which is riskier, IVV or MAPP?

IVV has been the more volatile fund at 15.1% annualized versus 8.5% for MAPP. Worst drawdown: IVV -56.5% vs MAPP -12.9%.

Should I hold both IVV and MAPP?

IVV and MAPP 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 IVV and MAPP?

IVV and MAPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 528 unique securities.

Which pays a higher dividend, IVV or MAPP?

IVV yields 1.09% while MAPP yields 2.78%, so MAPP currently pays the higher dividend yield.

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