BIGY vs IVV
YieldMax Target 12 Big 50 Option Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BIGY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.03% | |
| AUM | $55M | $907.0B | |
| Dividend Yield | 12.11% | 1.10% | |
| Holdings | 183 | 508 | |
| YTD Return | +6.80% | +12.28% | |
| 1Y Return | +16.43% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 12.2% | 15.1% | |
| Max Drawdown | -18.9% | -56.5% | |
| Fund Family | YieldMax ETF | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2024 | May 15, 2000 |
BIGY vs IVV Performance
YieldMax Target 12 Big 50 Option Income ETF (BIGY) is a ETF from YieldMax ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BIGY returned +16.43% while IVV returned +20.94%. Year to date, BIGY is up 6.80% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.2% for BIGY. 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 -18.9% for BIGY 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BIGY charges 1.09% per year while IVV charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, BIGY currently yields 12.11% against 1.10% for IVV.
Holdings Overlap
BIGY and IVV share 49 holdings out of 507 unique holdings combined, representing a 52.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, BIGY or IVV?
BIGY has an expense ratio of 1.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $106 per year of difference.
Which performed better, BIGY or IVV?
Over the past year BIGY returned +16.43% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BIGY annualized +14.82% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BIGY or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.2% for BIGY. Worst drawdown: BIGY -18.9% vs IVV -56.5%.
Should I hold both BIGY and IVV?
BIGY and IVV have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BIGY and IVV?
BIGY and IVV share 49 common holdings with a 52.5% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, BIGY or IVV?
BIGY yields 12.11% while IVV yields 1.10%, so BIGY currently pays the higher dividend yield.
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