EZRO vs IVV

EZRO vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricEZROIVVWinner
Expense Ratio1.01%0.03%
AUM$31M$907.0B
Dividend Yield0.00%1.10%
Holdings8508
YTD Return-0.81%+12.28%
1Y Return-+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)-15.1%
Max Drawdown-19.1%-56.5%
Fund FamilyTeucriumiShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionOct 16, 2025May 15, 2000

EZRO vs IVV Performance

AlphaDroid Defensive Sector Rotation ETF (EZRO) is a ETF from Teucrium and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, EZRO is down 0.81% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -19.1% for EZRO 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

EZRO charges 1.01% per year while IVV charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, EZRO currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

EZRO and IVV share 0 holdings out of 510 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EZRO or IVV?

EZRO has an expense ratio of 1.01% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

What is the holdings overlap between EZRO and IVV?

EZRO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, EZRO or IVV?

EZRO yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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