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IVV vs. NDQ.AX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IVV vs. NDQ.AX

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Core S&P 500 ETF (IVV) and BetaShares NASDAQ 100 ETF (NDQ.AX).

IVV and NDQ.AX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. NDQ.AX is a passively managed fund by BetaShares that tracks the performance of the NASDAQ-100 Index. It was launched on Jul 20, 2020. Both IVV and NDQ.AX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IVV vs. NDQ.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P 500 ETF (IVV) and BetaShares NASDAQ 100 ETF (NDQ.AX). The values are adjusted to include any dividend payments, if applicable.

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IVV vs. NDQ.AX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IVV
iShares Core S&P 500 ETF		-3.67%17.85%24.93%26.31%-18.16%28.76%18.40%31.07%-4.49%21.75%
NDQ.AX
BetaShares NASDAQ 100 ETF		-6.00%20.96%25.69%53.31%-32.91%27.91%47.61%39.15%-1.47%32.08%
Different Trading Currencies

IVV is traded in USD, while NDQ.AX is traded in AUD. To make them comparable, the NDQ.AX values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IVV achieves a -3.67% return, which is significantly higher than NDQ.AX's -6.00% return. Over the past 10 years, IVV has underperformed NDQ.AX with an annualized return of 14.11%, while NDQ.AX has yielded a comparatively higher 18.59% annualized return.

IVV

1D
0.74%
1M
-4.30%
YTD
-3.67%
6M
-1.44%
1Y
18.17%
3Y*
18.58%
5Y*
11.92%
10Y*
14.11%

NDQ.AX

1D
2.28%
1M
-3.63%
YTD
-6.00%
6M
-3.13%
1Y
24.82%
3Y*
23.01%
5Y*
12.77%
10Y*
18.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P 500 ETF

BetaShares NASDAQ 100 ETF

Often compared with IVV:
IVV vs. VOOIVV vs. SPYIVV vs. FXAIXIVV vs. QQQIVV vs. VTIIVV vs. CSPX.LIVV vs. IOO
Often compared with NDQ.AX:
NDQ.AX vs. QQQNDQ.AX vs. IOONDQ.AX vs. BTC-USDNDQ.AX vs. TQQQNDQ.AX vs. SCHGNDQ.AX vs. JPMNDQ.AX vs. IYW

IVV vs. NDQ.AX - Expense Ratio Comparison

IVV has a 0.03% expense ratio, which is lower than NDQ.AX's 0.48% expense ratio.

NDQ.AX
BetaShares NASDAQ 100 ETF
IVV
iShares Core S&P 500 ETF

Return for Risk

IVV vs. NDQ.AX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVV
IVV Risk / Return Rank: 6060
Overall Rank
IVV Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IVV Sortino Ratio Rank: 5757
Sortino Ratio Rank
IVV Omega Ratio Rank: 6161
Omega Ratio Rank
IVV Calmar Ratio Rank: 5858
Calmar Ratio Rank
IVV Martin Ratio Rank: 6969
Martin Ratio Rank
NDQ.AX
NDQ.AX Risk / Return Rank: 3333
Overall Rank
NDQ.AX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
NDQ.AX Sortino Ratio Rank: 3636
Sortino Ratio Rank
NDQ.AX Omega Ratio Rank: 3535
Omega Ratio Rank
NDQ.AX Calmar Ratio Rank: 3333
Calmar Ratio Rank
NDQ.AX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVV vs. NDQ.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and BetaShares NASDAQ 100 ETF (NDQ.AX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

IVVNDQ.AXDifference

Sharpe ratio

Return per unit of total volatility

1.00

1.05

-0.06

Sortino ratio

Return per unit of downside risk

1.52

1.59

-0.07

Omega ratio

Gain probability vs. loss probability

1.23

1.23

0.00

Calmar ratio

Return relative to maximum drawdown

1.54

1.70

-0.16

Martin ratio

Return relative to average drawdown

7.28

6.87

+0.41

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IVV vs. NDQ.AX - Sharpe Ratio Comparison

The current IVV Sharpe Ratio is 1.00, which is comparable to the NDQ.AX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of IVV and NDQ.AX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IVVNDQ.AXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

1.05

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.58

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.86

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.79

-0.36

Correlation

The correlation between IVV and NDQ.AX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

IVV vs. NDQ.AX - Dividend Comparison

IVV's dividend yield for the trailing twelve months is around 1.22%, less than NDQ.AX's 1.78% yield.

TTM20252024202320222021202020192018201720162015
IVV
iShares Core S&P 500 ETF		1.22%1.17%1.30%1.44%1.66%1.20%1.57%1.85%2.21%1.75%2.01%2.27%
NDQ.AX
BetaShares NASDAQ 100 ETF		1.78%1.67%1.86%2.17%3.36%3.33%2.47%2.22%0.52%0.45%0.43%0.00%

Drawdowns

IVV vs. NDQ.AX - Drawdown Comparison

The maximum IVV drawdown since its inception was -55.25%, which is greater than NDQ.AX's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for IVV and NDQ.AX.

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Drawdown Indicators

IVVNDQ.AXDifference

Max Drawdown

Largest peak-to-trough decline

-55.25%

-30.79%

-24.46%

Max Drawdown (1Y)

Largest decline over 1 year

-12.06%

-15.17%

+3.11%

Max Drawdown (5Y)

Largest decline over 5 years

-24.53%

-30.79%

+6.26%

Max Drawdown (10Y)

Largest decline over 10 years

-33.90%

-30.79%

-3.11%

Current Drawdown

Current decline from peak

-5.57%

-13.16%

+7.59%

Average Drawdown

Average peak-to-trough decline

-10.84%

-5.90%

-4.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

5.54%

-2.99%

Volatility

IVV vs. NDQ.AX - Volatility Comparison

The current volatility for iShares Core S&P 500 ETF (IVV) is 5.34%, while BetaShares NASDAQ 100 ETF (NDQ.AX) has a volatility of 6.88%. This indicates that IVV experiences smaller price fluctuations and is considered to be less risky than NDQ.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IVVNDQ.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.34%

6.88%

-1.54%

Volatility (6M)

Calculated over the trailing 6-month period

9.47%

12.67%

-3.20%

Volatility (1Y)

Calculated over the trailing 1-year period

18.31%

23.50%

-5.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.89%

22.02%

-5.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.03%

21.61%

-3.58%