IVV vs MINT

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. MINT offers more diversification with 766 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: MINT

Side-by-Side Comparison

MetricIVVMINTWinner
Expense Ratio0.03%0.36%
AUM$865.2B$16.9B
Dividend Yield1.09%4.35%
Holdings5081,023
YTD Return+13.31%+2.18%
1Y Return+24.00%+4.16%
3Y Return (annualized)+21.16%+5.13%
5Y Return (annualized)+13.34%+3.54%
Volatility (annualized)15.1%1.2%
Max Drawdown-56.5%-4.8%
Fund FamilyiShares by BlackRock (US)PIMCO (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Nov 16, 2009

IVV vs MINT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) is a ETF from PIMCO (US). Over the past year IVV returned +24.00% while MINT returned +4.16%. Year to date, IVV is up 13.31% versus a gain of 2.18% for MINT.

Over three years, IVV compounded at +21.16% per year against +5.13% for MINT; over five years the annualized figures are +13.34% and +3.54% respectively. Across the full 17-year window we track, IVV has the edge at +7.03% annualized vs +1.18%. 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 1.2% for MINT. 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 -4.8% for MINT. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while MINT charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.35% for MINT.

Holdings Overlap

0.0%overlap

IVV and MINT share 0 holdings out of 1271 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 MINT?

IVV has an expense ratio of 0.03% while MINT charges 0.36%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, IVV or MINT?

Over the past year IVV returned +24.00% vs +4.16% for MINT, so IVV leads on 1-year performance. Over the longest common window we track (17 years), IVV annualized +7.03% vs +1.18% for MINT. Past performance does not guarantee future results.

Which is riskier, IVV or MINT?

IVV has been the more volatile fund at 15.1% annualized versus 1.2% for MINT. Worst drawdown: IVV -56.5% vs MINT -4.8%.

Should I hold both IVV and MINT?

IVV and MINT have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and MINT?

IVV and MINT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1271 unique securities.

Which pays a higher dividend, IVV or MINT?

IVV yields 1.09% while MINT yields 4.35%, so MINT currently pays the higher dividend yield.

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