AOTG vs IVV
AOT Growth and Innovation ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AOTG delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AOTG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $105M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 42 | 508 | |
| YTD Return | +14.79% | +12.28% | |
| 1Y Return | +25.85% | +20.94% | |
| 3Y Return (annualized) | +28.71% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 25.9% | 15.1% | |
| Max Drawdown | -31.6% | -56.5% | |
| Fund Family | AOT Invest | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2022 | May 15, 2000 |
AOTG vs IVV Performance
AOT Growth and Innovation ETF (AOTG) is a ETF from AOT Invest and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AOTG returned +25.85% while IVV returned +20.94%. Year to date, AOTG is up 14.79% versus a gain of 12.28% for IVV.
Over three years, AOTG compounded at +28.71% per year against +21.81% for IVV. Across the full 4-year window we track, AOTG has the edge at +25.81% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AOTG has been the more volatile fund, with annualized monthly volatility of 25.9% 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 -31.6% for AOTG 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AOTG charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AOTG currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
AOTG and IVV share 26 holdings out of 521 unique holdings combined, representing a 30.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOTG or IVV?
AOTG has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, AOTG or IVV?
Over the past year AOTG returned +25.85% vs +20.94% for IVV, so AOTG leads on 1-year performance. Over the longest common window we track (4 years), AOTG annualized +25.81% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, AOTG or IVV?
AOTG has been the more volatile fund at 25.9% annualized versus 15.1% for IVV. Worst drawdown: AOTG -31.6% vs IVV -56.5%.
Should I hold both AOTG and IVV?
AOTG and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOTG and IVV?
AOTG and IVV share 26 common holdings with a 30.3% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, AOTG or IVV?
AOTG yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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