AIPO vs IVV

AIPO vs IVV

Which is better, AIPO or IVV?

AIPO has been ahead.

IVV has a lower expense ratio. AIPO led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 57.2%.

Lower Fees: IVVHigher Returns: AIPOLess Concentrated: 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

MetricAIPOIVV
Expense Ratio0.69%0.03%Best
AUM$906M$886.7B
Dividend Yield0.01%1.10%
Holdings83508
YTD Return+25.57%Best+13.39%
1Y Return+45.19%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.88%
Volatility (annualized)35.2%12.3%Best
Max Drawdown-24.4%-8.9%Best
$10,000 over 1.1 years$14,229Best$12,211
Top 10 Weight57.2%37.9%Best
Fund FamilyDefiance ETFs, LLCiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 24, 2025May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 25, 2025 to Sep 4, 2026 (1.1 years).

AIPO 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 1.1 years both funds cover.

AIPO vs IVV Performance

Defiance AI & Power Infrastructure ETF (AIPO) is an ETF from Defiance ETFs, LLC and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AIPO returned +45.19% while IVV returned +20.08%. Year to date, AIPO is up 25.57% versus a gain of 13.39% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AIPO has been the more volatile fund, with annualized monthly volatility of 35.2% compared with 12.3% 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 -24.4% for AIPO 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AIPO charges 0.69% per year while IVV charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, AIPO currently yields 0.01% against 1.10% for IVV.

Holdings Overlap

AIPO already in IVV54.8%
IVV already in AIPO14.0%

54.8% of AIPO's money is in holdings IVV also owns. 14.0% of IVV's money is in holdings AIPO also owns.

The two portfolios partly overlap.

20 positions in common, counted across the 82 positions we hold weights for in AIPO and 505 in IVV, against full books of 83 and 508.

What only one of them owns

Our book lists 477 positions for IVV that do not appear in our book for AIPO (85.3% of the fund), and 53 for AIPO that do not appear in IVV (36.7%).

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

StockWeight in AIPOWeight in IVVDifference
NVDANvidia Corp.4.29%7.98%3.69%
GEVGe Vernova, Inc.9.21%0.41%8.80%
PWRQuanta8.22%0.15%8.07%
VRTVertiv Co.7.52%0.16%7.36%
AVGOBroadcom Inc4.41%2.98%1.43%
CEGConstellation Energy Corporation Com3.85%0.13%3.72%
AMDAdvanced Micro Devices Inc2.29%1.18%1.11%
HUBBHubbell Inc2.09%0.04%2.05%
DDominion Energy Inc.2.04%0.09%1.95%
XELXcel Energy Inc.1.96%0.07%1.89%

54.8% of AIPO 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.

AIPOIVV

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Frequently Asked Questions

Which is cheaper, AIPO or IVV?

AIPO has an expense ratio of 0.69% while IVV charges 0.03%. IVV is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, AIPO or IVV?

Over the past year AIPO returned +45.19% vs +20.08% for IVV, so AIPO leads on 1-year performance. Over the longest common window we track (1 years), AIPO annualized +37.80% vs +19.91% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AIPO or IVV?

AIPO has been the more volatile fund at 35.2% annualized versus 12.3% for IVV. Worst drawdown: AIPO -24.4% vs IVV -8.9%.

Should I hold both AIPO and IVV?

AIPO and IVV have a monthly-return correlation of 0.68, 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 AIPO and IVV?

54.8% of AIPO's money is in holdings IVV also owns. 14.0% of IVV's is in holdings AIPO also owns. They hold 20 positions in common, counted across the 82 positions we hold weights for in AIPO and 505 in IVV.

Which pays a higher dividend, AIPO or IVV?

AIPO yields 0.01% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

Is IVV better than AIPO?

IVV has a lower expense ratio. AIPO led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 57.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.