ETHO vs IVV
Amplify Etho Climate Leadership US ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ETHO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ETHO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $196M | $907.0B | |
| Dividend Yield | 0.70% | 1.10% | |
| Holdings | 288 | 508 | |
| YTD Return | +24.44% | +12.96% | |
| 1Y Return | +36.15% | +20.70% | |
| 3Y Return (annualized) | +17.58% | +22.10% | |
| 5Y Return (annualized) | +7.26% | +13.40% | |
| Volatility (annualized) | 17.7% | 15.1% | |
| Max Drawdown | -36.7% | -56.5% | |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 18, 2015 | May 15, 2000 |
ETHO vs IVV Performance
Amplify Etho Climate Leadership US ETF (ETHO) is a ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ETHO returned +36.15% while IVV returned +20.70%. Year to date, ETHO is up 24.44% versus a gain of 12.96% for IVV.
Over three years, ETHO compounded at +17.58% per year against +22.10% for IVV; over five years the annualized figures are +7.26% and +13.40% respectively. Across the full 11-year window we track, ETHO has the edge at +12.66% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ETHO has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.1% for IVV. 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 -36.7% for ETHO 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ETHO charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, ETHO currently yields 0.70% against 1.10% for IVV.
Holdings Overlap
ETHO and IVV share 74 holdings out of 715 unique holdings combined, representing a 9.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ETHO or IVV?
ETHO has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, ETHO or IVV?
Over the past year ETHO returned +36.15% vs +20.70% for IVV, so ETHO leads on 1-year performance. Over the longest common window we track (11 years), ETHO annualized +12.66% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, ETHO or IVV?
ETHO has been the more volatile fund at 17.7% annualized versus 15.1% for IVV. Worst drawdown: ETHO -36.7% vs IVV -56.5%.
Should I hold both ETHO and IVV?
ETHO and IVV have a monthly-return correlation of 0.93, 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 ETHO and IVV?
ETHO and IVV share 74 common holdings with a 9.0% weight overlap. Combined, they hold 715 unique securities.
Which pays a higher dividend, ETHO or IVV?
ETHO yields 0.70% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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