IVV vs MIN
IVV vs MIN
iShares Core S&P 500 ETF vs Aberdeen Intermediate Income Fund
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MIN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.64% | |
| AUM | $865.2B | $297M | |
| Dividend Yield | 1.09% | 8.84% | |
| Holdings | 508 | 219 | |
| YTD Return | +9.93% | -2.77% | |
| 1Y Return | +19.59% | -1.96% | |
| 3Y Return (annualized) | +19.41% | +4.35% | |
| 5Y Return (annualized) | +12.89% | +0.39% | |
| Volatility (annualized) | 15.1% | 7.5% | |
| Max Drawdown | -56.5% | -57.9% | |
| Fund Family | iShares by BlackRock (US) | Aberdeen Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Mar 17, 1988 |
IVV vs MIN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Aberdeen Intermediate Income Fund (MIN) is a ETF from Aberdeen Asset Management. Over the past year IVV returned +19.59% while MIN returned -1.96%. Year to date, IVV is up 9.93% versus a loss of 2.77% for MIN.
Over three years, IVV compounded at +19.41% per year against +4.35% for MIN; over five years the annualized figures are +12.89% and +0.39% respectively. Across the full 26-year window we track, IVV has the edge at +6.91% annualized vs -1.62%. 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 7.5% for MIN. 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 -57.9% for MIN. 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while MIN charges 0.64%. On a $10,000 position that is $3 vs $64 annually, a gap of $61 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.84% for MIN.
Holdings Overlap
IVV and MIN share 0 holdings out of 654 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 MIN?
IVV has an expense ratio of 0.03% while MIN charges 0.64%. IVV is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, IVV or MIN?
Over the past year IVV returned +19.59% vs -1.96% for MIN, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +6.91% vs -1.62% for MIN. Past performance does not guarantee future results.
Which is riskier, IVV or MIN?
IVV has been the more volatile fund at 15.1% annualized versus 7.5% for MIN. Worst drawdown: IVV -56.5% vs MIN -57.9%.
Should I hold both IVV and MIN?
IVV and MIN have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MIN?
IVV and MIN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 654 unique securities.
Which pays a higher dividend, IVV or MIN?
IVV yields 1.09% while MIN yields 8.84%, so MIN currently pays the higher dividend yield.
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