IVV vs MDAA
iShares Core S&P 500 ETF vs Myriad Dynamic Asset Allocation 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 | MDAA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.97% | |
| AUM | $907.0B | $458M | |
| Dividend Yield | 1.10% | 0.40% | |
| Holdings | 508 | 68 | |
| YTD Return | +13.25% | +16.33% | |
| 1Y Return | +19.95% | +18.28% | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +12.82% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -14.6% | |
| Fund Family | iShares by BlackRock (US) | Myriad Asset Management LP | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Oct 3, 2025 |
IVV vs MDAA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Myriad Dynamic Asset Allocation ETF (MDAA) is a ETF from Myriad Asset Management LP. Over the past year IVV returned +19.95% while MDAA returned +18.28%. Year to date, IVV is up 13.25% versus a gain of 16.33% for MDAA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -14.6% for MDAA. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while MDAA charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.40% for MDAA.
Holdings Overlap
IVV and MDAA share 39 holdings out of 526 unique holdings combined, representing a 37.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or MDAA?
IVV has an expense ratio of 0.03% while MDAA charges 0.97%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, IVV or MDAA?
Over the past year IVV returned +19.95% vs +18.28% for MDAA, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and MDAA?
IVV and MDAA share 39 common holdings with a 37.5% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, IVV or MDAA?
IVV yields 1.10% while MDAA yields 0.40%, so IVV currently pays the higher dividend yield.
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