IOPP vs IVV
Simplify Tara India Opportunities ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IOPP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.03% | |
| AUM | $7M | $907.0B | |
| Dividend Yield | 0.38% | 1.10% | |
| Holdings | 27 | 508 | |
| YTD Return | -0.87% | +12.96% | |
| 1Y Return | -2.62% | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 15.1% | 15.1% | |
| Max Drawdown | -23.7% | -56.5% | |
| Fund Family | Simplify Exchange Traded Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 4, 2024 | May 15, 2000 |
IOPP vs IVV Performance
Simplify Tara India Opportunities ETF (IOPP) is a ETF from Simplify Exchange Traded Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IOPP returned -2.62% while IVV returned +20.70%. Year to date, IOPP is down 0.87% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
IOPP has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -23.7% for IOPP 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IOPP charges 0.73% per year while IVV charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, IOPP currently yields 0.38% against 1.10% for IVV.
Holdings Overlap
IOPP and IVV share 0 holdings out of 531 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IOPP or IVV?
IOPP has an expense ratio of 0.73% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, IOPP or IVV?
Over the past year IOPP returned -2.62% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IOPP annualized +5.98% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, IOPP or IVV?
IOPP has been the more volatile fund at 15.1% annualized versus 15.1% for IVV. Worst drawdown: IOPP -23.7% vs IVV -56.5%.
Should I hold both IOPP and IVV?
IOPP and IVV have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IOPP and IVV?
IOPP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 531 unique securities.
Which pays a higher dividend, IOPP or IVV?
IOPP yields 0.38% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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