IQSU vs IVV
NYLI Candriam US Large Cap Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IQSU delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IQSU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $338M | $907.0B | |
| Dividend Yield | 1.00% | 1.10% | |
| Holdings | 268 | 508 | |
| YTD Return | +15.16% | +12.71% | |
| 1Y Return | +25.60% | +21.89% | |
| 3Y Return (annualized) | +19.24% | +22.08% | |
| 5Y Return (annualized) | +11.35% | +12.96% | |
| Volatility (annualized) | 17.9% | 15.1% | |
| Max Drawdown | -31.3% | -56.5% | |
| Fund Family | INDEXIQ ETF TRUST | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2019 | May 15, 2000 |
IQSU vs IVV Performance
NYLI Candriam US Large Cap Equity ETF (IQSU) is a ETF from INDEXIQ ETF TRUST and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IQSU returned +25.60% while IVV returned +21.89%. Year to date, IQSU is up 15.16% versus a gain of 12.71% for IVV.
Over three years, IQSU compounded at +19.24% per year against +22.08% for IVV; over five years the annualized figures are +11.35% and +12.96% respectively. Across the full 7-year window we track, IQSU has the edge at +15.77% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQSU has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -31.3% for IQSU 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IQSU charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, IQSU currently yields 1.00% against 1.10% for IVV.
Holdings Overlap
IQSU and IVV share 243 holdings out of 527 unique holdings combined, representing a 55.9% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IQSU or IVV?
IQSU has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, IQSU or IVV?
Over the past year IQSU returned +25.60% vs +21.89% for IVV, so IQSU leads on 1-year performance. Over the longest common window we track (7 years), IQSU annualized +15.77% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, IQSU or IVV?
IQSU has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: IQSU -31.3% vs IVV -56.5%.
Should I hold both IQSU and IVV?
IQSU and IVV have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IQSU and IVV?
IQSU and IVV share 243 common holdings with a 55.9% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, IQSU or IVV?
IQSU yields 1.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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