FITZ vs IVV
Fitz-Gerald Must Have Portfolio ETF vs iShares Core S&P 500 ETF
Which is better, FITZ or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 49.2%.
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 | FITZ | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $89M | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 32 | 508 |
| YTD Return | -0.51% | +12.01%Best |
| 1Y Return | - | +16.48% |
| 3Y Return (annualized) | - | +21.21% |
| 5Y Return (annualized) | - | +12.95% |
| Top 10 Weight | 49.2% | 37.8%Best |
| Fund Family | XFunds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 27, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
FITZ 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.
FITZ vs IVV Performance
Fitz-Gerald Must Have Portfolio ETF (FITZ) is an ETF from XFunds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, FITZ is down 0.51% versus a gain of 12.01% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
FITZ charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, FITZ currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
90.7% of FITZ's money is in holdings IVV also owns. 43.4% of IVV's money is in holdings FITZ also owns.
Most of FITZ is already inside IVV. Owning both mostly buys the same companies twice.
25 positions in common, counted across the 30 positions we hold weights for in FITZ and 490 in IVV, against full books of 32 and 508.
What only one of them owns
Measured across the 30 and 490 positions we hold weights for.
IVV holds 457 positions FITZ does not, 55.3% of the fund.
Largest: GOOGL 3.00%, META 1.90%, BRK.B 1.39%, JNJ 0.97%, V 0.95%
Top Shared Holdings
| Stock | Weight in FITZ | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.72% | 8.07% | 2.35% |
| AAPLApple, Inc | 5.31% | 7.02% | 1.71% |
| MSFTMicrosoft Corp | 4.16% | 5.69% | 1.53% |
| PLTRPalantir Technologies Inc | 6.21% | 0.65% | 5.56% |
| JPMJpmorgan Chase | 5.25% | 1.44% | 3.81% |
| TSLATesla Inc | 4.81% | 1.56% | 3.25% |
| AVGOBroadcom Inc | 3.51% | 2.65% | 0.86% |
| AMZNAmazon.Com Inc | 1.93% | 3.84% | 1.91% |
| LLYEli Lilly & Co. | 4.16% | 1.38% | 2.78% |
| CRWDCrowdstrike Holdings Inc | 4.86% | 0.35% | 4.51% |
90.7% of FITZ 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, FITZ or IVV?
FITZ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between FITZ and IVV?
90.7% of FITZ's money is in holdings IVV also owns. 43.4% of IVV's is in holdings FITZ also owns. They hold 25 positions in common, counted across the 30 positions we hold weights for in FITZ and 490 in IVV.
Which pays a higher dividend, FITZ or IVV?
FITZ yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than FITZ?
IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.