FIZY vs IVV
Fitz-Gerald Must Have Portfolio and Options Overlay ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FIZY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.03% | |
| AUM | $9M | $886.7B | |
| Dividend Yield | - | 1.10% | |
| Holdings | 31 | 508 | |
| YTD Return | +0.32% | +12.92% | |
| 1Y Return | - | +21.22% | |
| 3Y Return (annualized) | - | +20.95% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -3.8% | -56.5% | |
| Fund Family | XFunds | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 3, 2026 | May 15, 2000 |
FIZY vs IVV Performance
Fitz-Gerald Must Have Portfolio and Options Overlay ETF (FIZY) is a ETF from XFunds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, FIZY is up 0.32% versus a gain of 12.92% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.8% for FIZY 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
FIZY 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.
Holdings Overlap
FIZY and IVV share 26 holdings out of 510 unique holdings combined, representing a 34.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FIZY or IVV?
FIZY 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 FIZY and IVV?
FIZY and IVV share 26 common holdings with a 34.4% weight overlap. Combined, they hold 510 unique securities.
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