AOTS vs IVV
AOT Software Platform ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AOTS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $2M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 52 | 508 | |
| YTD Return | -5.68% | +13.80% | |
| 1Y Return | - | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -19.9% | -56.5% | |
| Fund Family | AOT Invest | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 22, 2025 | May 15, 2000 |
AOTS vs IVV Performance
AOT Software Platform ETF (AOTS) is a ETF from AOT Invest and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AOTS is down 5.68% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -19.9% for AOTS and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AOTS charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, AOTS currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
AOTS and IVV share 35 holdings out of 521 unique holdings combined, representing a 33.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOTS or IVV?
AOTS has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between AOTS and IVV?
AOTS and IVV share 35 common holdings with a 33.3% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, AOTS or IVV?
AOTS yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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