EASY vs IVV
Liberty One Defensive Dividend Growth ETF vs iShares Core S&P 500 ETF
Which is better, EASY or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 51.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EASY | IVV |
|---|---|---|
| Expense Ratio | 0.85% | 0.03%Best |
| AUM | $63M | $876.4B |
| Dividend Yield | 0.79% | 1.06% |
| Holdings | 26 | 508 |
| YTD Return | +4.45% | +12.39%Best |
| 1Y Return | +4.06% | +16.61%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 12.5%Best | 13.3% |
| Top 10 Weight | 51.1% | 37.8%Best |
| Fund Family | Liberty One Investment Management, LLC | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 30, 2025 | May 15, 2000 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
EASY vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EASY vs IVV Performance
Liberty One Defensive Dividend Growth ETF (EASY) is an ETF from Liberty One Investment Management, LLC and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EASY returned +4.06% while IVV returned +16.61%. Year to date, EASY is up 4.45% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.5% for EASY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.11. They move largely independently of each other.
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 0.79% against 1.06% for IVV.
Holdings Overlap
92.0% of EASY's money is in holdings IVV also owns. 11.6% of IVV's money is in holdings EASY also owns.
Most of EASY is already inside IVV. Owning both mostly buys the same companies twice.
22 positions in common, counted across the 25 positions we hold weights for in EASY and 490 in IVV, against full books of 26 and 508.
What only one of them owns
Our book lists 460 positions for IVV that do not appear in our book for EASY (87.0% of the fund), and 2 for EASY that do not appear in IVV (4.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EASY | Weight in IVV | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 4.36% | 5.69% | 1.33% |
| LLYEli Lilly & Co. | 5.93% | 1.38% | 4.55% |
| JNJJohnson & Johnson - Common | 5.63% | 0.97% | 4.66% |
| CAHCardinal Health Inc. | 5.92% | 0.08% | 5.84% |
| UNHUnitedhealth Group Incorporated | 5.40% | 0.53% | 4.87% |
| KOCoca Cola Co. | 4.93% | 0.52% | 4.41% |
| CASYCaseys General | 4.96% | 0.04% | 4.92% |
| MCKMckesson Corp. | 4.73% | 0.16% | 4.57% |
| CBChubb Ltd Common Stock Usd 24.15 | 4.59% | 0.18% | 4.41% |
| WMWaste Mgmt | 4.64% | 0.12% | 4.52% |
92.0% of EASY is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $82 a year on a $10,000 investment.
Which performed better, EASY or IVV?
Over the past year EASY returned +4.06% vs +16.61% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EASY or IVV?
IVV has been the more volatile fund at 13.3% annualized versus 12.5% for EASY.
Should I hold both EASY and IVV?
EASY and IVV have a monthly-return correlation of 0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EASY and IVV?
92.0% of EASY's money is in holdings IVV also owns. 11.6% of IVV's is in holdings EASY also owns. They hold 22 positions in common, counted across the 25 positions we hold weights for in EASY and 490 in IVV.
Which pays a higher dividend, EASY or IVV?
EASY yields 0.79% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than EASY?
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 51.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.