IVV vs LOGO
iShares Core S&P 500 ETF vs Alpha Brands Consumption Leaders ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | LOGO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.69% | |
| AUM | $865.2B | $33M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 52 | |
| YTD Return | +13.80% | +1.66% | |
| 1Y Return | +23.01% | +2.35% | |
| 3Y Return (annualized) | +21.77% | - | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | 12.9% | |
| Max Drawdown | -56.5% | -18.3% | |
| Fund Family | iShares by BlackRock (US) | ALPHA Brand | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 27, 2025 |
IVV vs LOGO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Alpha Brands Consumption Leaders ETF (LOGO) is a ETF from ALPHA Brand. Over the past year IVV returned +23.01% while LOGO returned +2.35%. Year to date, IVV is up 13.80% versus a gain of 1.66% for LOGO.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.9% for LOGO. 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 -56.5% for IVV and -18.3% for LOGO. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while LOGO charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for LOGO.
Holdings Overlap
IVV and LOGO share 3 holdings out of 507 unique holdings combined, representing a 6.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or LOGO?
IVV has an expense ratio of 0.03% while LOGO charges 0.69%. IVV is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, IVV or LOGO?
Over the past year IVV returned +23.01% vs +2.35% for LOGO, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +5.90% for LOGO. Past performance does not guarantee future results.
Which is riskier, IVV or LOGO?
IVV has been the more volatile fund at 15.1% annualized versus 12.9% for LOGO. Worst drawdown: IVV -56.5% vs LOGO -18.3%.
Should I hold both IVV and LOGO?
IVV and LOGO have a monthly-return correlation of 0.90, 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 IVV and LOGO?
IVV and LOGO share 3 common holdings with a 6.1% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or LOGO?
IVV yields 1.09% while LOGO yields 0.00%, so IVV currently pays the higher dividend yield.
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