AMZP vs IVV

AMZP vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricAMZPIVVWinner
Expense Ratio0.99%0.03%
AUM$19M$907.0B
Dividend Yield20.77%1.10%
Holdings10508
YTD Return+1.25%+12.71%
1Y Return+5.71%+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)29.5%15.1%
Max Drawdown-27.4%-56.5%
Fund FamilyKurviShares by BlackRock (US)
CategoryAlternativeEquity
InceptionOct 27, 2023May 15, 2000

AMZP vs IVV Performance

Kurv Yield Premium Strategy Amazon ETF (AMZP) is a ETF from Kurv and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AMZP returned +5.71% while IVV returned +21.89%. Year to date, AMZP is up 1.25% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

AMZP has been the more volatile fund, with annualized monthly volatility of 29.5% 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 -27.4% for AMZP 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZP charges 0.99% per year while IVV charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AMZP currently yields 20.77% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, AMZP or IVV?

AMZP has an expense ratio of 0.99% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, AMZP or IVV?

Over the past year AMZP returned +5.71% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), AMZP annualized +13.12% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, AMZP or IVV?

AMZP has been the more volatile fund at 29.5% annualized versus 15.1% for IVV. Worst drawdown: AMZP -27.4% vs IVV -56.5%.

Should I hold both AMZP and IVV?

AMZP and IVV have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AMZP or IVV?

AMZP yields 20.77% while IVV yields 1.10%, so AMZP currently pays the higher dividend yield.

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