ACKY vs IVV
VistaShares Target 15 ACKtivist Distribution ETF vs iShares Core S&P 500 ETF
Which is better, ACKY or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 90.2%.
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
| Metric | ACKY | IVV |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $45M | $876.4B |
| Dividend Yield | 15.84% | 1.06% |
| Holdings | 37 | 508 |
| YTD Return | -1.72% | +13.85%Best |
| 1Y Return | +1.21% | +18.57%Best |
| 3Y Return (annualized) | - | +23.50% |
| 5Y Return (annualized) | - | +13.34% |
| Volatility (annualized) | 15.6% | 13.2%Best |
| Max Drawdown | -14.6% | -8.9%Best |
| $10,000 over 1 years | $10,104 | $11,939Best |
| Top 10 Weight | 90.2% | 37.8%Best |
| Fund Family | VistaShares | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 9, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 9, 2025 to Sep 25, 2026 (1 years).
ACKY vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.
ACKY vs IVV Performance
VistaShares Target 15 ACKtivist Distribution ETF (ACKY) is an ETF from VistaShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ACKY returned +1.21% while IVV returned +18.57%. Year to date, ACKY is down 1.72% versus a gain of 13.85% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ACKY has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 13.2% 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 -14.6% for ACKY and -8.9% 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ACKY charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, ACKY currently yields 15.84% against 1.06% for IVV.
Holdings Overlap
60.2% of ACKY's money is in holdings IVV also owns. 14.0% of IVV's money is in holdings ACKY also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 15 positions we hold weights for in ACKY and 490 in IVV, against full books of 37 and 508.
What only one of them owns
Our book lists 474 positions for IVV that do not appear in our book for ACKY (84.6% of the fund), and 6 for ACKY that do not appear in IVV (28.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACKY | Weight in IVV | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 11.16% | 5.69% | 5.47% |
| AMZNAmazon.Com Inc | 9.67% | 3.84% | 5.83% |
| UBERUber Technologies Inc | 11.01% | 0.23% | 10.78% |
| METAMeta Platforms Inc | 9.05% | 1.90% | 7.15% |
| VVisa Inc Class A | 5.20% | 0.95% | 4.25% |
| MAMastercard Inc | 4.99% | 0.72% | 4.27% |
| SPGIS&p Global Inc. | 4.94% | 0.20% | 4.74% |
| NFLXNetflix, Inc. | 4.17% | 0.51% | 3.66% |
60.2% of ACKY is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACKY or IVV?
ACKY has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, ACKY or IVV?
Over the past year ACKY returned +1.21% vs +18.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), ACKY annualized +1.04% vs +19.39% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACKY or IVV?
ACKY has been the more volatile fund at 15.6% annualized versus 13.2% for IVV. Worst drawdown: ACKY -14.6% vs IVV -8.9%.
Should I hold both ACKY and IVV?
ACKY and IVV have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ACKY and IVV?
60.2% of ACKY's money is in holdings IVV also owns. 14.0% of IVV's is in holdings ACKY also owns. They hold 8 positions in common, counted across the 15 positions we hold weights for in ACKY and 490 in IVV.
Which pays a higher dividend, ACKY or IVV?
ACKY yields 15.84% while IVV yields 1.06%, so ACKY currently pays the higher dividend yield.
Is IVV better than ACKY?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 90.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.