IVV vs OAIM
iShares Core S&P 500 ETF vs OneAscent International Equity ETF
Which is better, IVV or OAIM?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 3Y, OAIM over 1Y and the full window.
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
| Metric | IVV | OAIM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.89% |
| AUM | $886.7B | $388M |
| Dividend Yield | 1.10% | 0.87% |
| Holdings | 508 | 59 |
| YTD Return | +13.39% | +17.64%Best |
| 1Y Return | +20.08% | +27.99%Best |
| 3Y Return (annualized) | +21.29%Best | +19.84% |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 13.2%Best | 13.6% |
| Max Drawdown | -18.8% | -14.7%Best |
| $10,000 over 4 years | $21,189 | $21,196Best |
| Fund Family | iShares by BlackRock (US) | OneAscent Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Sep 14, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 16, 2022 to Sep 4, 2026 (4 years).
IVV vs OAIM 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 covers the 4 years both funds cover.
IVV vs OAIM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and OneAscent International Equity ETF (OAIM) is an ETF from OneAscent Investments. Over the past year IVV returned +20.08% while OAIM returned +27.99%. Year to date, IVV is up 13.39% versus a gain of 17.64% for OAIM.
Over three years, IVV compounded at +21.29% per year against +19.84% for OAIM. Across the full 4-year window we track, OAIM has the edge at +20.66% annualized vs +20.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OAIM has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.2% for IVV. 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 -18.8% for IVV and -14.7% for OAIM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while OAIM charges 0.89%. On a $10,000 position that is $3 vs $89 annually, a gap of $86 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.87% for OAIM.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 46 in OAIM, totalling 100.0% and 92.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 46 in OAIM, against full books of 508 and 59.
You are not choosing between two funds in isolation.
Whichever of IVV and OAIM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or OAIM?
IVV has an expense ratio of 0.03% while OAIM charges 0.89%. IVV is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, IVV or OAIM?
Over the past year IVV returned +20.08% vs +27.99% for OAIM, so OAIM leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +20.65% vs +20.66% for OAIM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OAIM?
OAIM has been the more volatile fund at 13.6% annualized versus 13.2% for IVV. Worst drawdown: IVV -18.8% vs OAIM -14.7%.
Should I hold both IVV and OAIM?
IVV and OAIM have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or OAIM?
IVV yields 1.10% while OAIM yields 0.87%, so IVV currently pays the higher dividend yield.
Is OAIM better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, OAIM over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.