IVV vs MARZ
iShares Core S&P 500 ETF vs TrueShares Structured Outcome March 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 | IVV | MARZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $32M | |
| Dividend Yield | 1.09% | 3.08% | |
| Holdings | 508 | 12 | |
| YTD Return | +14.50% | +10.34% | |
| 1Y Return | +22.02% | +11.75% | |
| 3Y Return (annualized) | +21.80% | +13.15% | |
| 5Y Return (annualized) | +13.37% | +8.83% | |
| Volatility (annualized) | 15.1% | 11.1% | |
| Max Drawdown | -56.5% | -18.9% | |
| Fund Family | iShares by BlackRock (US) | TrueShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 26, 2021 |
IVV vs MARZ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and TrueShares Structured Outcome March ETF (MARZ) is a ETF from TrueShares. Over the past year IVV returned +22.02% while MARZ returned +11.75%. Year to date, IVV is up 14.50% versus a gain of 10.34% for MARZ.
Over three years, IVV compounded at +21.80% per year against +13.15% for MARZ; over five years the annualized figures are +13.37% and +8.83% respectively. Across the full 6-year window we track, MARZ has the edge at +10.16% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.1% for MARZ. 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 -18.9% for MARZ. 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 0.97. 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 MARZ charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.08% for MARZ.
Holdings Overlap
IVV and MARZ share 0 holdings out of 506 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, IVV or MARZ?
IVV has an expense ratio of 0.03% while MARZ charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or MARZ?
Over the past year IVV returned +22.02% vs +11.75% for MARZ, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.07% vs +10.16% for MARZ. Past performance does not guarantee future results.
Which is riskier, IVV or MARZ?
IVV has been the more volatile fund at 15.1% annualized versus 11.1% for MARZ. Worst drawdown: IVV -56.5% vs MARZ -18.9%.
Should I hold both IVV and MARZ?
IVV and MARZ have a monthly-return correlation of 0.97, 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 MARZ?
IVV and MARZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or MARZ?
IVV yields 1.09% while MARZ yields 3.08%, so MARZ currently pays the higher dividend yield.
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