AIVC vs IVV
Amplify Bloomberg AI Equal Weight ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AIVC delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AIVC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $134M | $907.0B | |
| Dividend Yield | 0.11% | 1.10% | |
| Holdings | 50 | 508 | |
| YTD Return | +59.47% | +12.28% | |
| 1Y Return | +102.44% | +20.94% | |
| 3Y Return (annualized) | +47.06% | +21.81% | |
| 5Y Return (annualized) | +17.11% | +13.05% | |
| Volatility (annualized) | 25.8% | 15.1% | |
| Max Drawdown | -56.1% | -56.5% | |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 8, 2016 | May 15, 2000 |
AIVC vs IVV Performance
Amplify Bloomberg AI Equal Weight ETF (AIVC) is a ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AIVC returned +102.44% while IVV returned +20.94%. Year to date, AIVC is up 59.47% versus a gain of 12.28% for IVV.
Over three years, AIVC compounded at +47.06% per year against +21.81% for IVV; over five years the annualized figures are +17.11% and +13.05% respectively. Across the full 10-year window we track, AIVC has the edge at +15.61% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIVC has been the more volatile fund, with annualized monthly volatility of 25.8% 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 -56.1% for AIVC 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIVC charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, AIVC currently yields 0.11% against 1.10% for IVV.
Holdings Overlap
AIVC and IVV share 24 holdings out of 527 unique holdings combined, representing a 21.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIVC or IVV?
AIVC has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, AIVC or IVV?
Over the past year AIVC returned +102.44% vs +20.94% for IVV, so AIVC leads on 1-year performance. Over the longest common window we track (10 years), AIVC annualized +15.61% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, AIVC or IVV?
AIVC has been the more volatile fund at 25.8% annualized versus 15.1% for IVV. Worst drawdown: AIVC -56.1% vs IVV -56.5%.
Should I hold both AIVC and IVV?
AIVC and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIVC and IVV?
AIVC and IVV share 24 common holdings with a 21.4% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, AIVC or IVV?
AIVC yields 0.11% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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