ICOI vs IVV

ICOI vs IVV

Which is better, ICOI or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricICOIIVV
Expense Ratio0.96%0.03%Best
AUM$12M$876.4B
Dividend Yield202.36%1.06%
Holdings2508
Volatility (annualized)39.0%12.8%Best
Max Drawdown-59.3%-8.9%Best
$10,000 over 1.3 years$7,182$14,011Best
Fund FamilyBitwiseiShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionApr 1, 2025May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 41 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ICOI has data through Jul 31, 2026 and IVV through Sep 10, 2026.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Apr 3, 2025 to Jul 31, 2026 (1.3 years).

Risk: Volatility and Drawdowns

ICOI has been the more volatile fund, with annualized monthly volatility of 39.0% compared with 12.8% 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 -59.3% for ICOI and -8.9% 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 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ICOI charges 0.96% per year while IVV charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, ICOI currently yields 202.36% against 1.06% for IVV.

You are not choosing between two funds in isolation.

Whichever of ICOI and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ICOIIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ICOI or IVV?

ICOI has an expense ratio of 0.96% while IVV charges 0.03%. IVV is the cheaper option, by $93 a year on a $10,000 investment.

Which is riskier, ICOI or IVV?

ICOI has been the more volatile fund at 39.0% annualized versus 12.8% for IVV. Worst drawdown: ICOI -59.3% vs IVV -8.9%.

Should I hold both ICOI and IVV?

ICOI and IVV have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ICOI or IVV?

ICOI yields 202.36% while IVV yields 1.06%, so ICOI currently pays the higher dividend yield.

Is IVV better than ICOI?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.