AAEQ vs IVV
Alpha Architect US Equity 2 ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AAEQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $491M | $865.2B | |
| Dividend Yield | 0.09% | 1.09% | |
| Holdings | 355 | 508 | |
| YTD Return | +12.51% | +14.50% | |
| 1Y Return | - | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -10.3% | -56.5% | |
| Fund Family | Alpha Architect | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 9, 2025 | May 15, 2000 |
AAEQ vs IVV Performance
Alpha Architect US Equity 2 ETF (AAEQ) is a ETF from Alpha Architect and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AAEQ is up 12.51% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -10.3% for AAEQ 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
AAEQ charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, AAEQ currently yields 0.09% against 1.09% for IVV.
Holdings Overlap
AAEQ and IVV share 339 holdings out of 511 unique holdings combined, representing a 90.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, AAEQ or IVV?
AAEQ has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
What is the holdings overlap between AAEQ and IVV?
AAEQ and IVV share 339 common holdings with a 90.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, AAEQ or IVV?
AAEQ yields 0.09% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.