AAAC vs IVV

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

MetricAAACIVVWinner
Expense Ratio0.20%0.03%
AUM$10M$865.2B
Dividend Yield2.27%1.09%
Holdings37508
YTD Return+2.71%+13.43%
1Y Return-+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)-15.1%
Max Drawdown-0.6%-56.5%
Fund FamilyColumbia Threadneedle InvestmentsiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionDec 11, 2025May 15, 2000

AAAC vs IVV Performance

Columbia AAA CLO ETF (AAAC) is a ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AAAC is up 2.71% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.6% for AAAC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AAAC charges 0.20% per year while IVV charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, AAAC currently yields 2.27% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

AAAC and IVV share 0 holdings out of 506 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, AAAC or IVV?

AAAC has an expense ratio of 0.20% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

What is the holdings overlap between AAAC and IVV?

AAAC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, AAAC or IVV?

AAAC yields 2.27% while IVV yields 1.09%, so AAAC currently pays the higher dividend yield.

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