AIQ vs IVV
Global X Artificial Intelligence & Technology ETF vs iShares Core S&P 500 ETF
Which is better, AIQ or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. AIQ led over 1Y, 3Y, 5Y and the full window. AIQ is less concentrated, with 32.3% of the fund in its ten largest positions against 37.9%.
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 | AIQ | IVV |
|---|---|---|
| Expense Ratio | 0.68% | 0.03%Best |
| AUM | $10.0B | $876.4B |
| Dividend Yield | 0.07% | 1.06% |
| Holdings | 92 | 508 |
| YTD Return | +24.40%Best | +12.51% |
| 1Y Return | +35.67%Best | +17.57% |
| 3Y Return (annualized) | +31.56%Best | +21.27% |
| 5Y Return (annualized) | +15.52%Best | +12.95% |
| Volatility (annualized) | 23.6% | 16.6%Best |
| Max Drawdown | -44.7% | -33.9%Best |
| $10,000 over 5 years | $20,572Best | $18,384 |
| Top 10 Weight | 32.3%Best | 37.9% |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 11, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 16, 2018 to Sep 11, 2026 (8.3 years).
AIQ 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 8.3 years both funds cover.
AIQ vs IVV Performance
Global X Artificial Intelligence & Technology ETF (AIQ) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AIQ returned +35.67% while IVV returned +17.57%. Year to date, AIQ is up 24.40% versus a gain of 12.51% for IVV.
Over three years, AIQ compounded at +31.56% per year against +21.27% for IVV; over five years the annualized figures are +15.52% and +12.95% respectively. Across the full 8-year window we track, AIQ has the edge at +19.18% annualized vs +14.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIQ has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 16.6% 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 -44.7% for AIQ and -33.9% 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIQ charges 0.68% per year while IVV charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, AIQ currently yields 0.07% against 1.06% for IVV.
Holdings Overlap
62.6% of AIQ's money is in holdings IVV also owns. 42.3% of IVV's money is in holdings AIQ also owns.
The two portfolios partly overlap.
35 positions in common, counted across the 88 positions we hold weights for in AIQ and 505 in IVV, against full books of 92 and 508.
What only one of them owns
Our book lists 460 positions for IVV that do not appear in our book for AIQ (57.0% of the fund), and 19 for AIQ that do not appear in IVV (9.3%).
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 AIQ | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 2.83% | 7.98% | 5.15% |
| AAPLApple, Inc | 2.69% | 6.86% | 4.17% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 3.60% | 5.44% | 1.84% |
| AMZNAmazon.Com Inc | 3.31% | 4.01% | 0.70% |
| GOOGLAlphabet A Usd 0.001 | 3.32% | 3.19% | 0.13% |
| AVGOBroadcom Inc | 2.97% | 2.98% | 0.01% |
| METAMeta Platforms, Inc. | 2.71% | 1.94% | 0.77% |
| PLTRPalantir Technologies Inc | 3.68% | 0.55% | 3.13% |
| TSLATesla Inc | 2.86% | 1.36% | 1.50% |
| MUMicron Technology, Inc. | 2.52% | 1.51% | 1.01% |
62.6% of AIQ 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.
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Frequently Asked Questions
Which is cheaper, AIQ or IVV?
AIQ has an expense ratio of 0.68% while IVV charges 0.03%. IVV is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, AIQ or IVV?
Over the past year AIQ returned +35.67% vs +17.57% for IVV, so AIQ leads on 1-year performance. Over the longest common window we track (8 years), AIQ annualized +19.18% vs +14.22% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIQ or IVV?
AIQ has been the more volatile fund at 23.6% annualized versus 16.6% for IVV. Worst drawdown: AIQ -44.7% vs IVV -33.9%.
Should I hold both AIQ and IVV?
AIQ and IVV have a monthly-return correlation of 0.86, 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 AIQ and IVV?
62.6% of AIQ's money is in holdings IVV also owns. 42.3% of IVV's is in holdings AIQ also owns. They hold 35 positions in common, counted across the 88 positions we hold weights for in AIQ and 505 in IVV.
Which pays a higher dividend, AIQ or IVV?
AIQ yields 0.07% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than AIQ?
IVV has a lower expense ratio. AIQ led over 1Y, 3Y, 5Y and the full window. AIQ is less concentrated, with 32.3% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.