IVV vs MAGC
iShares Core S&P 500 ETF vs Roundhill China Magnificent Seven ETF
Which is better, IVV or MAGC?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | IVV | MAGC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $882.6B | $12M |
| Dividend Yield | 1.06% | 5.13% |
| Holdings | 508 | 48 |
| YTD Return | +12.76%Best | -29.23% |
| 1Y Return | +15.57%Best | -39.20% |
| 3Y Return (annualized) | +22.95% | - |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.6%Best | 27.9% |
| Max Drawdown | -18.8%Best | -44.3% |
| $10,000 over 2 years | $13,799Best | $6,976 |
| Fund Family | iShares by BlackRock (US) | Roundhill Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Oct 3, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 3, 2024 to Oct 1, 2026 (2 years).
IVV vs MAGC 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 covers the 2 years both funds cover.
IVV vs MAGC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Roundhill China Magnificent Seven ETF (MAGC) is an ETF from Roundhill Investments. Over the past year IVV returned +15.57% while MAGC returned -39.20%. Year to date, IVV is up 12.76% versus a loss of 29.23% for MAGC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MAGC has been the more volatile fund, with annualized monthly volatility of 27.9% compared with 12.6% 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 -18.8% for IVV and -44.3% for MAGC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.02. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while MAGC charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.13% for MAGC.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 7 in MAGC, totalling 99.9% and 43.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 7 in MAGC, against full books of 508 and 48.
You are not choosing between two funds in isolation.
Whichever of IVV and MAGC 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, IVV or MAGC?
IVV has an expense ratio of 0.03% while MAGC charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, IVV or MAGC?
Over the past year IVV returned +15.57% vs -39.20% for MAGC, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +17.47% vs -16.48% for MAGC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MAGC?
MAGC has been the more volatile fund at 27.9% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs MAGC -44.3%.
Should I hold both IVV and MAGC?
IVV and MAGC have a monthly-return correlation of -0.02, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or MAGC?
IVV yields 1.06% while MAGC yields 5.13%, so MAGC currently pays the higher dividend yield.
Is MAGC better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.