AVOS vs IVV
Avos Global Equities 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 | AVOS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.03% | |
| AUM | $111M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 180 | 508 | |
| YTD Return | +13.64% | +12.76% | |
| 1Y Return | - | +20.63% | |
| 3Y Return (annualized) | - | +21.71% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -4.7% | -56.5% | |
| Fund Family | Avos Capital Management, LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2026 | May 15, 2000 |
AVOS vs IVV Performance
Avos Global Equities ETF (AVOS) is a ETF from Avos Capital Management, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AVOS is up 13.64% versus a gain of 12.76% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.7% for AVOS 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
AVOS charges 0.64% per year while IVV charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, AVOS currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
AVOS and IVV share 52 holdings out of 627 unique holdings combined, representing a 22.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVOS or IVV?
AVOS has an expense ratio of 0.64% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
What is the holdings overlap between AVOS and IVV?
AVOS and IVV share 52 common holdings with a 22.3% weight overlap. Combined, they hold 627 unique securities.
Which pays a higher dividend, AVOS or IVV?
AVOS yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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