AQEC vs IVV
AQE Core ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AQEC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $624M | $907.0B | |
| Dividend Yield | 0.91% | 1.10% | |
| Holdings | 67 | 508 | |
| YTD Return | +1.39% | +14.29% | |
| 1Y Return | - | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -12.8% | -56.5% | |
| Fund Family | Arlington Partners, LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 18, 2025 | May 15, 2000 |
AQEC vs IVV Performance
AQE Core ETF (AQEC) is a ETF from Arlington Partners, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AQEC is up 1.39% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.8% for AQEC 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
AQEC 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, AQEC currently yields 0.91% against 1.10% for IVV.
Holdings Overlap
AQEC and IVV share 45 holdings out of 526 unique holdings combined, representing a 15.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AQEC or IVV?
AQEC 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 AQEC and IVV?
AQEC and IVV share 45 common holdings with a 15.9% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, AQEC or IVV?
AQEC yields 0.91% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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