IVV vs NBIE

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNBIEWinner
Expense Ratio0.03%0.29%
AUM$865.2B$230M
Dividend Yield1.09%0.00%
Holdings508265
YTD Return+9.93%+8.87%
1Y Return+19.59%-
3Y Return (annualized)+19.41%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-5.8%
Fund FamilyiShares by BlackRock (US)Neuberger Berman
CategoryEquityEquity
InceptionMay 15, 2000Mar 6, 2026

IVV vs NBIE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Neuberger International Core Equity ETF (NBIE) is a ETF from Neuberger Berman. Year to date, IVV is up 9.93% versus a gain of 8.87% for NBIE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -5.8% for NBIE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while NBIE charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for NBIE.

Holdings Overlap

0.0%overlap

IVV and NBIE share 0 holdings out of 767 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 NBIE?

IVV has an expense ratio of 0.03% while NBIE charges 0.29%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

What is the holdings overlap between IVV and NBIE?

IVV and NBIE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 767 unique securities.

Which pays a higher dividend, IVV or NBIE?

IVV yields 1.09% while NBIE yields 0.00%, so IVV currently pays the higher dividend yield.

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