FFOX vs IVV
FundX Future Fund Opportunities ETF vs iShares Core S&P 500 ETF
Which is better, FFOX or IVV?
Mid Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window. FFOX is less concentrated, with 21.4% of the fund in its ten largest positions against 37.9%.
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 | FFOX | IVV |
|---|---|---|
| Expense Ratio | 1.02% | 0.03%Best |
| AUM | $237M | $886.7B |
| Dividend Yield | 1.70% | 1.10% |
| Holdings | 74 | 508 |
| YTD Return | +5.48% | +13.39%Best |
| 1Y Return | +8.16% | +20.08%Best |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 14.7% | 11.9%Best |
| Max Drawdown | -12.4% | -8.9%Best |
| $10,000 over 1.2 years | $11,708 | $12,869Best |
| Top 10 Weight | 21.4%Best | 37.9% |
| Fund Family | FundX Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jun 9, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 10, 2025 to Sep 4, 2026 (1.2 years).
FFOX 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 covers the 1.2 years both funds cover.
FFOX vs IVV Performance
FundX Future Fund Opportunities ETF (FFOX) is an ETF from FundX Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FFOX returned +8.16% while IVV returned +20.08%. Year to date, FFOX is up 5.48% versus a gain of 13.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FFOX has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 11.9% 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 -12.4% for FFOX and -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FFOX charges 1.02% per year while IVV charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, FFOX currently yields 1.70% against 1.10% for IVV.
Holdings Overlap
5.3% of FFOX's money is in holdings IVV also owns. 0.2% of IVV's money is in holdings FFOX also owns.
FFOX and IVV share little of their money.
4 positions in common, counted across the 73 positions we hold weights for in FFOX and 505 in IVV, against full books of 74 and 508.
What only one of them owns
Our book lists 493 positions for IVV that do not appear in our book for FFOX (99.2% of the fund), and 63 for FFOX that do not appear in IVV (87.3%).
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.
You are not choosing between two funds in isolation.
Whichever of FFOX and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FFOX or IVV?
FFOX has an expense ratio of 1.02% while IVV charges 0.03%. IVV is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, FFOX or IVV?
Over the past year FFOX returned +8.16% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), FFOX annualized +14.04% vs +23.39% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FFOX or IVV?
FFOX has been the more volatile fund at 14.7% annualized versus 11.9% for IVV. Worst drawdown: FFOX -12.4% vs IVV -8.9%.
Should I hold both FFOX and IVV?
FFOX and IVV have a monthly-return correlation of 0.56, 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 FFOX and IVV?
5.3% of FFOX's money is in holdings IVV also owns. 0.2% of IVV's is in holdings FFOX also owns. They hold 4 positions in common, counted across the 73 positions we hold weights for in FFOX and 505 in IVV.
Which pays a higher dividend, FFOX or IVV?
FFOX yields 1.70% while IVV yields 1.10%, so FFOX currently pays the higher dividend yield.
Is IVV better than FFOX?
IVV has a lower expense ratio. IVV led over 1Y and the full window. FFOX is less concentrated, with 21.4% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.