IBOT vs IVV
VanEck Robotics ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IBOT delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IBOT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $91M | $907.0B | |
| Dividend Yield | 0.33% | 1.10% | |
| Holdings | 69 | 508 | |
| YTD Return | +22.59% | +12.28% | |
| 1Y Return | +40.41% | +20.94% | |
| 3Y Return (annualized) | +25.11% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 20.5% | 15.1% | |
| Max Drawdown | -23.3% | -56.5% | |
| Fund Family | VanEck | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 5, 2023 | May 15, 2000 |
IBOT vs IVV Performance
VanEck Robotics ETF (IBOT) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IBOT returned +40.41% while IVV returned +20.94%. Year to date, IBOT is up 22.59% versus a gain of 12.28% for IVV.
Over three years, IBOT compounded at +25.11% per year against +21.81% for IVV. Across the full 3-year window we track, IBOT has the edge at +24.33% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBOT has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 15.1% 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 -23.3% for IBOT 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IBOT charges 0.47% per year while IVV charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, IBOT currently yields 0.33% against 1.10% for IVV.
Holdings Overlap
IBOT and IVV share 14 holdings out of 556 unique holdings combined, representing a 7.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IBOT or IVV?
IBOT has an expense ratio of 0.47% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, IBOT or IVV?
Over the past year IBOT returned +40.41% vs +20.94% for IVV, so IBOT leads on 1-year performance. Over the longest common window we track (3 years), IBOT annualized +24.33% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, IBOT or IVV?
IBOT has been the more volatile fund at 20.5% annualized versus 15.1% for IVV. Worst drawdown: IBOT -23.3% vs IVV -56.5%.
Should I hold both IBOT and IVV?
IBOT and IVV have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBOT and IVV?
IBOT and IVV share 14 common holdings with a 7.8% weight overlap. Combined, they hold 556 unique securities.
Which pays a higher dividend, IBOT or IVV?
IBOT yields 0.33% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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