AGMI vs IVV

AGMI vs IVV
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Quick Verdict

IVV has a lower expense ratio. AGMI delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: AGMIMore Diversified: IVV

Side-by-Side Comparison

MetricAGMIIVVWinner
Expense Ratio0.35%0.03%
AUM$12M$907.0B
Dividend Yield4.77%1.10%
Holdings47508
YTD Return+18.70%+13.22%
1Y Return+102.96%+21.62%
3Y Return (annualized)-+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)43.6%15.1%
Max Drawdown-35.7%-56.5%
Fund FamilyThemes ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 3, 2024May 15, 2000

AGMI vs IVV Performance

Themes Silver Miners ETF (AGMI) is a ETF from Themes ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AGMI returned +102.96% while IVV returned +21.62%. Year to date, AGMI is up 18.70% versus a gain of 13.22% for IVV.

Risk: Volatility and Drawdowns

AGMI has been the more volatile fund, with annualized monthly volatility of 43.6% compared with 15.1% 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 -35.7% for AGMI and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AGMI charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, AGMI currently yields 4.77% against 1.10% for IVV.

Holdings Overlap

0.3%overlap

AGMI and IVV share 2 holdings out of 540 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGMIWeight in IVVDifference
NEM9.68%0.15%9.53%
FCX2.63%0.14%2.49%

Frequently Asked Questions

Which is cheaper, AGMI or IVV?

AGMI has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, AGMI or IVV?

Over the past year AGMI returned +102.96% vs +21.62% for IVV, so AGMI leads on 1-year performance. Over the longest common window we track (2 years), AGMI annualized +67.88% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, AGMI or IVV?

AGMI has been the more volatile fund at 43.6% annualized versus 15.1% for IVV. Worst drawdown: AGMI -35.7% vs IVV -56.5%.

Should I hold both AGMI and IVV?

AGMI and IVV have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGMI and IVV?

AGMI and IVV share 2 common holdings with a 0.3% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, AGMI or IVV?

AGMI yields 4.77% while IVV yields 1.10%, so AGMI currently pays the higher dividend yield.

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