IINC vs IVV
Alki Consolidated Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IINC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $27M | $907.0B | |
| Dividend Yield | 0.84% | 1.10% | |
| Holdings | 121 | 508 | |
| YTD Return | +5.90% | +12.28% | |
| 1Y Return | - | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -1.1% | -56.5% | |
| Fund Family | Hohimer Wealth Management, LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 24, 2026 | May 15, 2000 |
IINC vs IVV Performance
Alki Consolidated Income ETF (IINC) is a ETF from Hohimer Wealth Management, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, IINC is up 5.90% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.1% for IINC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.84% against 1.10% for IVV.
Holdings Overlap
IINC and IVV share 33 holdings out of 512 unique holdings combined, representing a 6.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between IINC and IVV?
IINC and IVV share 33 common holdings with a 6.3% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IINC or IVV?
IINC yields 0.84% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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