Compare/Updated Oct 26, 2026, refreshed every trading day
FXAIX vs IVV
Fidelity 500 Index Fund against iShares Core S&P 500 ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
IVV did better over the period: $1,000 invested on October 28, 2022 would be worth $2,064 versus $2,023 in FXAIX, a 106.4% versus 102.3% gain. IVV also led over three years (83.5% versus 80.0%), one year (15.1% versus 13.8%), YTD (12.4% versus 11.5%), six months (7.0% versus 6.4%), three months (3.1% versus 2.8%), and one month (-1.0% versus -1.2%). The difference was modest: the funds had a 0.981 daily-move correlation, FXAIX won 22 of the last 48 months, and the typical monthly gap was 0.06 points. Risk was nearly identical: 12-month volatility was 12.7% for IVV versus 12.6% for FXAIX, while worst drawdowns were -18.8% and -19.0%, respectively. IVV’s 0.03% expense ratio likely helped its slight edge.
- Technical indicators are not available for this ticker yet.
- Price is above its 200-day average ($727); 50-day at $770.
- RSI 42, neutral. Supertrend says sell. ADX 14, so the trend is weak.
Head to head
Which has returned more, FXAIX or IVV?
FXAIX beat IVV in 22 of the last 48 months; IVV won the other 26. The typical monthly gap was 0.06 points.
Total return by period
Which is riskier?
Both: Feb 19, 2025 to Apr 8, 2025
- 0.981
- correlation of daily moves, 4 years
- 0.98
- FXAIX move per 1% in IVV
- 0.930
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.06 points.
When did they diverge?
| Month | FXAIX | IVV | Gap |
|---|---|---|---|
| July 2026 | -0.3% | +0.2% | -0.52 pts |
| April 2026 | +10.2% | +10.5% | -0.36 pts |
| October 2025 | +2.0% | +2.4% | -0.34 pts |
| July 2025 | +1.9% | +2.3% | -0.32 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with FXAIX and IVV?
- Price
- $264.99
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