FEBT vs IVV
AllianzIM US Equity Buffer10 Feb 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 505 holdings.
Side-by-Side Comparison
| Metric | FEBT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.03% | |
| AUM | $158M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | +10.04% | +13.80% | |
| 1Y Return | +17.32% | +23.01% | |
| 3Y Return (annualized) | +15.96% | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 8.3% | 15.1% | |
| Max Drawdown | -13.2% | -56.5% | |
| Fund Family | AllianzIM | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 31, 2023 | May 15, 2000 |
FEBT vs IVV Performance
AllianzIM US Equity Buffer10 Feb ETF (FEBT) is a ETF from AllianzIM and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FEBT returned +17.32% while IVV returned +23.01%. Year to date, FEBT is up 10.04% versus a gain of 13.80% for IVV.
Over three years, FEBT compounded at +15.96% per year against +21.77% for IVV. Across the full 4-year window we track, FEBT has the edge at +15.74% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.3% for FEBT. 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 -13.2% for FEBT 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FEBT charges 0.74% per year while IVV charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, FEBT currently yields 0.00% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, FEBT or IVV?
FEBT has an expense ratio of 0.74% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, FEBT or IVV?
Over the past year FEBT returned +17.32% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), FEBT annualized +15.74% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, FEBT or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 8.3% for FEBT. Worst drawdown: FEBT -13.2% vs IVV -56.5%.
Should I hold both FEBT and IVV?
FEBT and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, FEBT or IVV?
FEBT yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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