IINC vs IVV
Alki Consolidated Income ETF vs iShares Core S&P 500 ETF
Which is better, IINC or IVV?
IVV costs less.
IVV has a lower expense ratio.
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 | IINC | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $32M | $882.6B |
| Dividend Yield | 1.67% | 1.06% |
| Holdings | 121 | 508 |
| YTD Return | +1.23% | +13.60%Best |
| 1Y Return | - | +16.32% |
| 3Y Return (annualized) | - | +23.81% |
| 5Y Return (annualized) | - | +14.03% |
| Fund Family | Hohimer Wealth Management, LLC | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 24, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IINC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IINC vs IVV Performance
Alki Consolidated Income ETF (IINC) is an ETF from Hohimer Wealth Management, LLC and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, IINC is up 1.23% versus a gain of 13.60% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
IINC charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, IINC currently yields 1.67% against 1.06% for IVV.
Holdings Overlap
At least 3.4% of IVV's money is in holdings IINC also owns.
Stated as a floor: for IINC, our book for it covers 93.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and IINC share little of their money.
29 positions in common, counted across the 42 positions we hold weights for in IINC and 505 in IVV, against full books of 121 and 508.
Top Shared Holdings
| Stock | Weight in IINC | Weight in IVV | Difference |
|---|---|---|---|
| HDHome Depot Inc/The | 1.30% | 0.47% | 0.83% |
| MCDMcdonald'S Corp | 1.38% | 0.27% | 1.11% |
| VZVerizon Communications Inc Vz | 1.30% | 0.32% | 0.98% |
| PEPPepsico Inc. | 1.29% | 0.28% | 1.01% |
| ABTAbbott Laboratories | 1.29% | 0.27% | 1.02% |
| NKENike Inc | 1.48% | 0.07% | 1.41% |
| PYPLPaypay Holdings, Inc. | 1.47% | 0.07% | 1.40% |
| DVNDevon Energy Corporation | 1.39% | 0.09% | 1.30% |
| DISWalt Disney Co | 1.20% | 0.28% | 0.92% |
| UPSUnited Parcel Service, Inc | 1.36% | 0.11% | 1.25% |
You are not choosing between two funds in isolation.
Whichever of IINC and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IINC or IVV?
IINC has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between IINC and IVV?
At least 3.4% of IVV's money is in holdings IINC also owns. Our book for IINC is partial, so the real figure is this or higher. They hold 29 positions in common, counted across the 42 positions we hold weights for in IINC and 505 in IVV.
Which pays a higher dividend, IINC or IVV?
IINC yields 1.67% while IVV yields 1.06%, so IINC currently pays the higher dividend yield.
Is IVV better than IINC?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.