IBUY vs IVV
Amplify Online Retail ETF vs iShares Core S&P 500 ETF
Which is better, IBUY or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IBUY is less concentrated, with 28.8% of the fund in its ten largest positions against 37.9%.
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 | IBUY | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $125M | $876.4B |
| Dividend Yield | 0.42% | 1.06% |
| Holdings | 86 | 508 |
| YTD Return | -8.87% | +11.57%Best |
| 1Y Return | -9.66% | +17.57%Best |
| 3Y Return (annualized) | +12.84% | +20.71%Best |
| 5Y Return (annualized) | -9.92% | +12.80%Best |
| Volatility (annualized) | 28.9% | 15.2%Best |
| Max Drawdown | -73.0% | -33.9%Best |
| $10,000 over 5 years | $5,931 | $18,262Best |
| Top 10 Weight | 28.8%Best | 37.9% |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Apr 19, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Apr 20, 2016 to Sep 10, 2026 (10.4 years).
IBUY 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 10.4 years both funds cover.
IBUY vs IVV Performance
Amplify Online Retail ETF (IBUY) is an ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IBUY returned -9.66% while IVV returned +17.57%. Year to date, IBUY is down 8.87% versus a gain of 11.57% for IVV.
Over three years, IBUY compounded at +12.84% per year against +20.71% for IVV; over five years the annualized figures are -9.92% and +12.80% respectively. Across the full 10-year window we track, IVV has the edge at +13.98% annualized vs +9.97%.
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 15.2% 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 -33.9% 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 0.76. 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 0.42% against 1.06% for IVV.
Holdings Overlap
30.7% of IBUY's money is in holdings IVV also owns. 13.5% of IVV's money is in holdings IBUY also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 83 positions we hold weights for in IBUY and 505 in IVV, against full books of 86 and 508.
What only one of them owns
Our book lists 476 positions for IVV that do not appear in our book for IBUY (85.9% of the fund), and 32 for IBUY that do not appear in IVV (49.6%).
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 IBUY | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 0.61% | 6.86% | 6.25% |
| AMZNAmazon.Com Inc | 2.13% | 4.01% | 1.88% |
| DASHDoordash Inc | 3.11% | 0.12% | 2.99% |
| ABNBAirbnb Inc | 2.95% | 0.10% | 2.85% |
| EXPEExpedia Group Inc. | 2.89% | 0.06% | 2.83% |
| BKNGBooking Holdings, Inc. | 2.66% | 0.24% | 2.42% |
| PYPLPaypal Holdings Inc | 2.56% | 0.08% | 2.48% |
| UBERUber Technologies Inc | 2.15% | 0.21% | 1.94% |
| CPRTCopart Inc | 2.22% | 0.04% | 2.18% |
| EBAYEbay Inc. | 2.15% | 0.07% | 2.08% |
30.7% of IBUY 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, IBUY or IVV?
IBUY has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IBUY or IVV?
Over the past year IBUY returned -9.66% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IBUY annualized +9.97% vs +13.98% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBUY or IVV?
IBUY has been the more volatile fund at 28.9% annualized versus 15.2% for IVV. Worst drawdown: IBUY -73.0% vs IVV -33.9%.
Should I hold both IBUY and IVV?
IBUY and IVV have a monthly-return correlation of 0.76, 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 IBUY and IVV?
30.7% of IBUY's money is in holdings IVV also owns. 13.5% of IVV's is in holdings IBUY also owns. They hold 20 positions in common, counted across the 83 positions we hold weights for in IBUY and 505 in IVV.
Which pays a higher dividend, IBUY or IVV?
IBUY yields 0.42% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than IBUY?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IBUY is less concentrated, with 28.8% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.