IBOT vs IVV
VanEck Robotics ETF vs iShares Core S&P 500 ETF
Which is better, IBOT or IVV?
IBOT has been ahead.
IVV has a lower expense ratio. IBOT led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.3%.
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 | IBOT | IVV |
|---|---|---|
| Expense Ratio | 0.47% | 0.03%Best |
| AUM | $91M | $876.4B |
| Dividend Yield | 0.30% | 1.06% |
| Holdings | 66 | 508 |
| YTD Return | +17.47%Best | +12.39% |
| 1Y Return | +26.77%Best | +16.61% |
| 3Y Return (annualized) | +23.75%Best | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 20.5% | 12.6%Best |
| Max Drawdown | -23.3% | -18.8%Best |
| $10,000 over 3.5 years | $20,166Best | $19,674 |
| Top 10 Weight | 41.3% | 37.8%Best |
| Fund Family | VanEck | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 5, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Apr 6, 2023 to Sep 18, 2026 (3.5 years).
IBOT 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 3.5 years both funds cover.
IBOT vs IVV Performance
VanEck Robotics ETF (IBOT) is an ETF from VanEck and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IBOT returned +26.77% while IVV returned +16.61%. Year to date, IBOT is up 17.47% versus a gain of 12.39% for IVV.
Over three years, IBOT compounded at +23.75% per year against +21.38% for IVV. Across the full 4-year window we track, IBOT has the edge at +22.19% annualized vs +21.33%.
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 12.6% 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 -18.8% 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 0.84. 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 0.30% against 1.06% for IVV.
Holdings Overlap
26.6% of IBOT's money is in holdings IVV also owns. 10.8% of IVV's money is in holdings IBOT also owns.
IBOT and IVV share little of their money.
14 positions in common, counted across the 65 positions we hold weights for in IBOT and 490 in IVV, against full books of 66 and 508.
What only one of them owns
Our book lists 468 positions for IVV that do not appear in our book for IBOT (87.8% of the fund), and 12 for IBOT that do not appear in IVV (14.9%).
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.
Top Shared Holdings
| Stock | Weight in IBOT | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.41% | 8.07% | 2.66% |
| EMREmerson Electric Co. | 5.37% | 0.13% | 5.24% |
| ADSKAutodesk, Inc. | 4.30% | 0.08% | 4.22% |
| TDYTeledyne Technologies Inc | 2.32% | 0.04% | 2.28% |
| LRCXLam Research Corp | 1.40% | 0.57% | 0.83% |
| AMATApplied Materials, Inc. | 1.38% | 0.55% | 0.83% |
| TXNTexas Instrument Inc | 1.06% | 0.36% | 0.70% |
| PTCPtc Inc | 1.31% | 0.03% | 1.28% |
| KLACKla Corp | 0.93% | 0.35% | 0.58% |
| ADIAnalog Devices, Inc. | 0.90% | 0.27% | 0.63% |
26.6% of IBOT 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.
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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, by $44 a year on a $10,000 investment.
Which performed better, IBOT or IVV?
Over the past year IBOT returned +26.77% vs +16.61% for IVV, so IBOT leads on 1-year performance. Over the longest common window we track (4 years), IBOT annualized +22.19% vs +21.33% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBOT or IVV?
IBOT has been the more volatile fund at 20.5% annualized versus 12.6% for IVV. Worst drawdown: IBOT -23.3% vs IVV -18.8%.
Should I hold both IBOT and IVV?
IBOT and IVV have a monthly-return correlation of 0.84, 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 IBOT and IVV?
26.6% of IBOT's money is in holdings IVV also owns. 10.8% of IVV's is in holdings IBOT also owns. They hold 14 positions in common, counted across the 65 positions we hold weights for in IBOT and 490 in IVV.
Which pays a higher dividend, IBOT or IVV?
IBOT yields 0.30% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than IBOT?
IVV has a lower expense ratio. IBOT led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.