IBUY vs IVV

IBUY vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIBUYIVVWinner
Expense Ratio0.65%0.03%
AUM$129M$907.0B
Dividend Yield0.43%1.10%
Holdings85508
YTD Return-0.59%+12.28%
1Y Return+1.64%+20.94%
3Y Return (annualized)+16.83%+21.81%
5Y Return (annualized)-7.86%+13.05%
Volatility (annualized)28.9%15.1%
Max Drawdown-73.0%-56.5%
Fund FamilyAmplify ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionApr 19, 2016May 15, 2000

IBUY vs IVV Performance

Amplify Online Retail ETF (IBUY) is a ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IBUY returned +1.64% while IVV returned +20.94%. Year to date, IBUY is down 0.59% versus a gain of 12.28% for IVV.

Over three years, IBUY compounded at +16.83% per year against +21.81% for IVV; over five years the annualized figures are -7.86% and +13.05% respectively. Across the full 10-year window we track, IBUY has the edge at +10.96% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IBUY has been the more volatile fund, with annualized monthly volatility of 28.9% 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 -73.0% for IBUY 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IBUY charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, IBUY currently yields 0.43% against 1.10% for IVV.

Holdings Overlap

5.1%overlap

IBUY and IVV share 20 holdings out of 568 unique holdings combined, representing a 5.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IBUYWeight in IVVDifference
AAPL0.59%7.44%6.85%
AMZN2.19%3.75%1.56%
BKNG2.79%0.21%2.58%
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Frequently Asked Questions

Which is cheaper, IBUY or IVV?

IBUY has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, IBUY or IVV?

Over the past year IBUY returned +1.64% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IBUY annualized +10.96% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, IBUY or IVV?

IBUY has been the more volatile fund at 28.9% annualized versus 15.1% for IVV. Worst drawdown: IBUY -73.0% vs IVV -56.5%.

Should I hold both IBUY and IVV?

IBUY and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBUY and IVV?

IBUY and IVV share 20 common holdings with a 5.1% weight overlap. Combined, they hold 568 unique securities.

Which pays a higher dividend, IBUY or IVV?

IBUY yields 0.43% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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