IVV vs NEWZ
iShares Core S&P 500 ETF vs StockSnips AI-Powered Sentiment US All Cap 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 | NEWZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $21M | |
| Dividend Yield | 1.10% | 0.04% | |
| Holdings | 508 | 32 | |
| YTD Return | +12.28% | +9.90% | |
| 1Y Return | +20.94% | +7.00% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 12.3% | |
| Max Drawdown | -56.5% | -19.4% | |
| Fund Family | iShares by BlackRock (US) | StockSnips | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 12, 2024 |
IVV vs NEWZ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is a ETF from StockSnips. Over the past year IVV returned +20.94% while NEWZ returned +7.00%. Year to date, IVV is up 12.28% versus a gain of 9.90% for NEWZ.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.3% for NEWZ. 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 -19.4% for NEWZ. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while NEWZ charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.04% for NEWZ.
Holdings Overlap
IVV and NEWZ share 17 holdings out of 519 unique holdings combined, representing a 5.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NEWZ?
IVV has an expense ratio of 0.03% while NEWZ charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or NEWZ?
Over the past year IVV returned +20.94% vs +7.00% for NEWZ, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +9.05% for NEWZ. Past performance does not guarantee future results.
Which is riskier, IVV or NEWZ?
IVV has been the more volatile fund at 15.1% annualized versus 12.3% for NEWZ. Worst drawdown: IVV -56.5% vs NEWZ -19.4%.
Should I hold both IVV and NEWZ?
IVV and NEWZ have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NEWZ?
IVV and NEWZ share 17 common holdings with a 5.3% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, IVV or NEWZ?
IVV yields 1.10% while NEWZ yields 0.04%, so IVV currently pays the higher dividend yield.
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