ALDB vs IVV

ALDB vs IVV

Which is better, ALDB or IVV?

Multi Alternative against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: 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

MetricALDBIVV
Expense Ratio0.30%0.03%Best
AUM$11M$876.4B
Dividend Yield0.00%1.06%
Holdings5508
YTD Return+2.71%+12.39%Best
1Y Return-+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Top 10 Weight-37.8%
Fund FamilyAptus ETFsiShares by BlackRock (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionMay 12, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ALDB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ALDB vs IVV Performance

Aptus Laddered Deep Buffer ETF (ALDB) is an ETF from Aptus ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, ALDB is up 2.71% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

ALDB charges 0.30% per year while IVV charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, ALDB currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 5 holdings in ALDB and 490 in IVV, totalling 100.0% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 5 positions we hold weights for in ALDB and 490 in IVV, against full books of 5 and 508.

What only one of them owns

Measured across the 5 and 490 positions we hold weights for.

IVV holds 482 positions ALDB does not, 98.6% of the fund.

Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%

You are not choosing between two funds in isolation.

Whichever of ALDB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ALDBIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ALDB or IVV?

ALDB has an expense ratio of 0.30% while IVV charges 0.03%. IVV is the cheaper option, by $27 a year on a $10,000 investment.

Which pays a higher dividend, ALDB or IVV?

ALDB yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than ALDB?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.