ABNY vs IVV

ABNY vs IVV

Which is better, ABNY or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricABNYIVV
Expense Ratio1.06%0.03%Best
AUM$5M$876.4B
Dividend Yield49.40%1.06%
Holdings13508
Volatility (annualized)20.4%12.4%Best
Max Drawdown-31.6%-18.8%Best
$10,000 over 2 years$8,876$14,240Best
Fund FamilyYieldMax ETFiShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionJun 24, 2024May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 95 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ABNY has data through Jun 15, 2026 and IVV through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Jun 25, 2024 to Jun 15, 2026 (2 years).

Risk: Volatility and Drawdowns

ABNY has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 12.4% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -31.6% for ABNY and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ABNY charges 1.06% per year while IVV charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, ABNY currently yields 49.40% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 4 holdings in ABNY and 490 in IVV, totalling 77.0% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 153 days apart, ABNY as of Mar 31, 2026 and IVV as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 4 positions we hold weights for in ABNY and 490 in IVV, against full books of 13 and 508.

You are not choosing between two funds in isolation.

Whichever of ABNY and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ABNYIVV

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Frequently Asked Questions

Which is cheaper, ABNY or IVV?

ABNY has an expense ratio of 1.06% while IVV charges 0.03%. IVV is the cheaper option, by $103 a year on a $10,000 investment.

Which is riskier, ABNY or IVV?

ABNY has been the more volatile fund at 20.4% annualized versus 12.4% for IVV. Worst drawdown: ABNY -31.6% vs IVV -18.8%.

Should I hold both ABNY and IVV?

ABNY and IVV have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ABNY or IVV?

ABNY yields 49.40% while IVV yields 1.06%, so ABNY currently pays the higher dividend yield.

Is IVV better than ABNY?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.