AIRR vs IVV

AIRR vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: AIRRMore Diversified: IVV

Side-by-Side Comparison

MetricAIRRIVVWinner
Expense Ratio0.69%0.03%
AUM$10.8B$907.0B
Dividend Yield0.09%1.10%
Holdings52508
YTD Return+13.61%+12.71%
1Y Return+29.04%+21.89%
3Y Return (annualized)+29.80%+22.08%
5Y Return (annualized)+22.89%+12.96%
Volatility (annualized)24.2%15.1%
Max Drawdown-42.4%-56.5%
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 10, 2014May 15, 2000

AIRR vs IVV Performance

First Trust RBA American Industrial Renaissance ETF (AIRR) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AIRR returned +29.04% while IVV returned +21.89%. Year to date, AIRR is up 13.61% versus a gain of 12.71% for IVV.

Over three years, AIRR compounded at +29.80% per year against +22.08% for IVV; over five years the annualized figures are +22.89% and +12.96% respectively. Across the full 12-year window we track, AIRR has the edge at +15.34% annualized vs +7.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AIRR has been the more volatile fund, with annualized monthly volatility of 24.2% 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 -42.4% for AIRR 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AIRR 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, AIRR currently yields 0.09% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

AIRR and IVV share 2 holdings out of 560 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AIRRWeight in IVVDifference
HII2.69%0.02%2.67%
CHRW2.40%0.04%2.36%

Frequently Asked Questions

Which is cheaper, AIRR or IVV?

AIRR has an expense ratio of 0.69% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, AIRR or IVV?

Over the past year AIRR returned +29.04% vs +21.89% for IVV, so AIRR leads on 1-year performance. Over the longest common window we track (12 years), AIRR annualized +15.34% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, AIRR or IVV?

AIRR has been the more volatile fund at 24.2% annualized versus 15.1% for IVV. Worst drawdown: AIRR -42.4% vs IVV -56.5%.

Should I hold both AIRR and IVV?

AIRR and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AIRR and IVV?

AIRR and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, AIRR or IVV?

AIRR yields 0.09% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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