EASY vs IVV
Liberty One Defensive Dividend Growth 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 | EASY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $62M | $907.0B | |
| Dividend Yield | 0.78% | 1.10% | |
| Holdings | 27 | 508 | |
| YTD Return | +8.33% | +13.25% | |
| 1Y Return | +7.93% | +19.95% | |
| 3Y Return (annualized) | - | +21.26% | |
| 5Y Return (annualized) | - | +12.82% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -7.8% | -56.5% | |
| Fund Family | Liberty One Investment Management, LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | May 15, 2000 |
EASY vs IVV Performance
Liberty One Defensive Dividend Growth ETF (EASY) is a ETF from Liberty One Investment Management, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EASY returned +7.93% while IVV returned +19.95%. Year to date, EASY is up 8.33% versus a gain of 13.25% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.8% for EASY 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
EASY charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, EASY currently yields 0.78% against 1.10% for IVV.
Holdings Overlap
EASY and IVV share 20 holdings out of 507 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EASY or IVV?
EASY has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, EASY or IVV?
Over the past year EASY returned +7.93% vs +19.95% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between EASY and IVV?
EASY and IVV share 20 common holdings with a 7.7% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, EASY or IVV?
EASY yields 0.78% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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