IVV vs MINY

IVV vs MINY

Which is better, IVV or MINY?

Large Cap Blend against Multi Alternative.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 45.3%.

Lower Fees: IVVLess Concentrated: IVV

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

MetricIVVMINY
Expense Ratio0.03%Best1.01%
AUM$876.4B$6M
Dividend Yield1.06%16.45%
Holdings50884
YTD Return+12.39%Best-13.68%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Top 10 Weight37.8%Best45.3%
Fund FamilyiShares by BlackRock (US)YieldMax ETF
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionMay 15, 2000Feb 26, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs MINY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs MINY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax Strategic Metals & Mining Portfolio Option Income ETF (MINY) is an ETF from YieldMax ETF. Year to date, IVV is up 12.39% versus a loss of 13.68% for MINY.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MINY charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 16.45% for MINY.

Holdings Overlap

IVV already in MINY1.2%
MINY already in IVV31.5%

1.2% of IVV's money is in holdings MINY also owns. 31.5% of MINY's money is in holdings IVV also owns.

The two portfolios partly overlap.

8 positions in common, counted across the 490 positions we hold weights for in IVV and 28 in MINY, against full books of 508 and 84.

What only one of them owns

Our book lists 13 positions for MINY that do not appear in our book for IVV (45.7% of the fund), and 474 for IVV that do not appear in MINY (97.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in MINYDifference
NUENucor Corp.0.09%5.35%5.26%
STLDSteel Dynamics, Inc.0.05%5.30%5.25%
FCXFreeport-mcmoran Copper & Gold Inc.0.16%4.94%4.78%
NEMNewmont Corp Common0.20%4.37%4.17%
CATCaterpillar, Inc.0.55%3.70%3.15%
CEGConstellation Energy Corporation Com0.13%3.77%3.64%
ALBAlbemarle Corp.0.02%3.21%3.19%
NRGNrg Energy0.04%0.90%0.86%

31.5% of MINY is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVMINY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MINY?

IVV has an expense ratio of 0.03% while MINY charges 1.01%. IVV is the cheaper option, by $98 a year on a $10,000 investment.

What is the holdings overlap between IVV and MINY?

31.5% of MINY's money is in holdings IVV also owns. 31.5% of MINY's is in holdings IVV also owns. They hold 8 positions in common, counted across the 490 positions we hold weights for in IVV and 28 in MINY.

Which pays a higher dividend, IVV or MINY?

IVV yields 1.06% while MINY yields 16.45%, so MINY currently pays the higher dividend yield.

Is MINY better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 45.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.