IVV vs OARK
iShares Core S&P 500 ETF vs YieldMax Innovation Option Income Strategy ETF
Which is better, IVV or OARK?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio. IVV led over 1Y, 3Y 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 | OARK |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.00% |
| AUM | $876.4B | $47M |
| Dividend Yield | 1.06% | 69.97% |
| Holdings | 508 | 15 |
| YTD Return | +14.15%Best | +12.24% |
| 1Y Return | +17.31%Best | +6.44% |
| 3Y Return (annualized) | +23.17%Best | +20.76% |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 12.9%Best | 29.4% |
| Max Drawdown | -18.8%Best | -35.5% |
| $10,000 over 3.8 years | $20,203Best | $16,148 |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Nov 22, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 23, 2022 to Sep 21, 2026 (3.8 years).
IVV vs OARK 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 3.8 years both funds cover.
IVV vs OARK Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax Innovation Option Income Strategy ETF (OARK) is an ETF from YieldMax ETF. Over the past year IVV returned +17.31% while OARK returned +6.44%. Year to date, IVV is up 14.15% versus a gain of 12.24% for OARK.
Over three years, IVV compounded at +23.17% per year against +20.76% for OARK. Across the full 4-year window we track, IVV has the edge at +20.33% annualized vs +13.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OARK has been the more volatile fund, with annualized monthly volatility of 29.4% compared with 12.9% 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 -35.5% for OARK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while OARK charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 69.97% for OARK.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 2 in OARK, totalling 99.3% and 20.7% 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 490 positions we hold weights for in IVV and 2 in OARK, against full books of 508 and 15.
You are not choosing between two funds in isolation.
Whichever of IVV and OARK 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 OARK?
IVV has an expense ratio of 0.03% while OARK charges 1.00%. IVV is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, IVV or OARK?
Over the past year IVV returned +17.31% vs +6.44% for OARK, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +20.33% vs +13.44% for OARK. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OARK?
OARK has been the more volatile fund at 29.4% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs OARK -35.5%.
Should I hold both IVV and OARK?
IVV and OARK have a monthly-return correlation of 0.74, 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 OARK?
IVV yields 1.06% while OARK yields 69.97%, so OARK currently pays the higher dividend yield.
Is OARK better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.