IVV vs MSR

IVV vs MSR

Which is better, IVV or MSR?

Large Cap Blend against Multi Alternative.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVMSR
Expense Ratio0.03%Best1.07%
AUM$886.7B$603,949.5
Dividend Yield1.10%5.21%
Holdings5086
YTD Return+13.39%Best-34.59%
1Y Return+20.08%-
3Y Return (annualized)+21.29%-
5Y Return (annualized)+12.88%-
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionMay 15, 2000May 11, 2026

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

IVV vs MSR 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 MSR Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares Autocallable MSTR ETF (MSR) is an ETF from GraniteShares. Year to date, IVV is up 13.39% versus a loss of 34.59% for MSR.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MSR charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.21% for MSR.

You are not choosing between two funds in isolation.

Whichever of IVV and MSR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVMSR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MSR?

IVV has an expense ratio of 0.03% while MSR charges 1.07%. IVV is the cheaper option, by $104 a year on a $10,000 investment.

Which pays a higher dividend, IVV or MSR?

IVV yields 1.10% while MSR yields 5.21%, so MSR currently pays the higher dividend yield.

Is MSR better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.