IVV vs MAYT

IVV vs MAYT
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMAYTWinner
Expense Ratio0.03%0.74%
AUM$907.0B$239M
Dividend Yield1.10%0.00%
Holdings5085
YTD Return+13.22%+7.77%
1Y Return+21.62%+12.19%
3Y Return (annualized)+22.17%+15.06%
5Y Return (annualized)+13.42%-
Volatility (annualized)15.1%6.6%
Max Drawdown-56.5%-12.0%
Fund FamilyiShares by BlackRock (US)AllianzIM
CategoryEquityAlternative
InceptionMay 15, 2000Apr 28, 2023

IVV vs MAYT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AllianzIM US Equity Buffer10 May ETF (MAYT) is a ETF from AllianzIM. Over the past year IVV returned +21.62% while MAYT returned +12.19%. Year to date, IVV is up 13.22% versus a gain of 7.77% for MAYT.

Over three years, IVV compounded at +22.17% per year against +15.06% for MAYT. Across the full 3-year window we track, MAYT has the edge at +15.10% annualized vs +7.02%. 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 6.6% for MAYT. 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 -12.0% for MAYT. 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 MAYT charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for MAYT.

Frequently Asked Questions

Which is cheaper, IVV or MAYT?

IVV has an expense ratio of 0.03% while MAYT charges 0.74%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, IVV or MAYT?

Over the past year IVV returned +21.62% vs +12.19% for MAYT, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.02% vs +15.10% for MAYT. Past performance does not guarantee future results.

Which is riskier, IVV or MAYT?

IVV has been the more volatile fund at 15.1% annualized versus 6.6% for MAYT. Worst drawdown: IVV -56.5% vs MAYT -12.0%.

Should I hold both IVV and MAYT?

IVV and MAYT 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.

Which pays a higher dividend, IVV or MAYT?

IVV yields 1.10% while MAYT yields 0.00%, so IVV currently pays the higher dividend yield.

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