vs VOO
Backtest IVV vs VOOSep 9, 2010 – Nov 12, 2026, VOO sets the start date
Growth of $10,000
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Key metrics · Sep 9, 2010 – Nov 12, 2026
| Return | IVV | VOO |
|---|---|---|
| Final balance | $91,725 | $91,947 |
| Total return | +817.25% | +819.47% |
| CAGR | +14.68% | +14.70% |
| Calendar years | IVV | VOO |
|---|---|---|
| Best year | +32.31% | +32.39% |
| Worst year | −18.16% | −18.17% |
| Positive years | 13 of 15 | 13 of 15 |
| Risk | IVV | VOO |
|---|---|---|
| Max drawdown | −33.90% | −33.99% |
| Longest drawdown | 1.9 years | 1.9 years |
| Volatility (daily, annualized) | 17.02% | 16.97% |
| Risk-adjusted | IVV | VOO |
|---|---|---|
| Sharpe ratio | 0.89 | 0.90 |
| Sortino ratio | 1.26 | 1.26 |
| Calmar ratio | 0.43 | 0.43 |
Trailing returns · Sep 9, 2010 – Nov 12, 2026
| Period | IVV | VOO | IVV − VOO |
|---|---|---|---|
| YTD | +11.99% | +11.94% | +0.05% |
| 1Y | +12.11% | +12.07% | +0.04% |
| 3Y | +21.33% | +21.32% | +0.01% |
| 5Y | +11.69% | +11.69% | 0.00% |
| 10Y | +15.21% | +15.22% | 0.00% |
| 15Y | +14.71% | +14.72% | −0.01% |
Rolling returns · Sep 9, 2010 – Nov 12, 2026
| Period | IVV median | VOO median | More often ahead |
|---|---|---|---|
| 1Y | +16.09% | +16.09% | VOO 64% |
| 3Y | +13.58% | +13.60% | VOO 82% |
| 5Y | +13.66% | +13.68% | VOO 91% |
| 10Y | +13.57% | +13.59% | VOO 99% |
Worst drawdowns · IVV · Sep 9, 2010 – Nov 12, 2026
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 | 1.9 years |
| −19.4% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.8% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −18.7% | Apr 2011 | Oct 2011 | Feb 2012 | 9 months |
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 | 1.9 years |
| −19.5% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.8% | Apr 2011 | Oct 2011 | Feb 2012 | 9 months |
| −18.7% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
Annual returns
| Year | IVV | VOO | IVV − VOO |
|---|---|---|---|
| 2017 | +21.75% | +21.77% | −0.02% |
| 2018 | −4.49% | −4.50% | +0.01% |
| 2019 | +31.25% | +31.37% | −0.11% |
| 2020 | +18.40% | +18.32% | +0.07% |
| 2021 | +28.76% | +28.79% | −0.04% |
| 2022 | −18.16% | −18.17% | +0.01% |
| 2023 | +26.31% | +26.32% | −0.02% |
| 2024 | +24.93% | +24.98% | −0.04% |
| 2025 | +17.85% | +17.82% | +0.02% |
| 2026to Nov 12 | +11.99% | +11.94% | +0.05% |
Holdings overlap
As of Jun 30, 2026
503 holdings in common, of 504 in IVV and 504 in VOO
| Largest in common | IVV | VOO | Overlap |
|---|---|---|---|
| NVDANVIDIA Corporation | 7.51% | 7.51% | 7.51% |
| AAPLApple Inc. | 6.58% | 6.59% | 6.58% |
| MSFTMicrosoft Corporation | 4.29% | 4.30% | 4.29% |
| AMZNAmazon.com, Inc. | 3.61% | 3.62% | 3.61% |
| GOOGLAlphabet Inc. | 3.25% | 3.25% | 3.25% |
| AVGOBroadcom Inc. | 2.77% | 2.77% | 2.77% |
| GOOGAlphabet Inc. | 2.59% | 2.59% | 2.59% |
| MUMicron Technology, Inc. | 2.02% | 2.02% | 2.02% |
| METAMeta Platforms, Inc. | 1.92% | 1.92% | 1.92% |
| TSLATesla, Inc. | 1.83% | 1.84% | 1.83% |
About IVV vs VOO
Both track the S&P 500 and hold the same stocks. IVV is BlackRock's iShares fund, launched in 2000, and VOO is Vanguard's, launched in 2010. The small gap between them comes from past fees, trading costs and income from lending out stocks.
IVV returned 14.68% a year from Sep 2010 to Nov 2026, against 14.70% for VOO. Both fell furthest in 2020, IVV by 33.9% and VOO by 34.0%. VOO beat IVV in 9 of 15 full years and in 99% of rolling 10-year periods.
Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on Sep 9, 2010, when VOO's prices begin.