IVV vs OIH
iShares Core S&P 500 ETF vs VanEck Oil Services ETF
Which is better, IVV or OIH?
Large Cap Blend against Small Cap Value.
IVV has a lower expense ratio. IVV led over 3Y and the full window, OIH over 1Y and 5Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 70.5%.
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 | OIH |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $886.7B | $2.0B |
| Dividend Yield | 1.10% | 1.32% |
| Holdings | 508 | 26 |
| YTD Return | +13.86% | +45.21%Best |
| 1Y Return | +21.57% | +75.03%Best |
| 3Y Return (annualized) | +21.48%Best | +7.95% |
| 5Y Return (annualized) | +12.88% | +19.35%Best |
| Volatility (annualized) | 15.0%Best | 36.9% |
| Max Drawdown | -56.5%Best | -94.4% |
| $10,000 over 5 years | $18,327 | $24,217Best |
| Top 10 Weight | 37.9%Best | 70.5% |
| Fund Family | iShares by BlackRock (US) | VanEck |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Value |
| Inception | May 15, 2000 | Dec 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Feb 7, 2001 to Sep 3, 2026 (25.6 years).
IVV vs OIH 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 25.6 years both funds cover.
IVV vs OIH Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Oil Services ETF (OIH) is an ETF from VanEck. Over the past year IVV returned +21.57% while OIH returned +75.03%. Year to date, IVV is up 13.86% versus a gain of 45.21% for OIH.
Over three years, IVV compounded at +21.48% per year against +7.95% for OIH; over five years the annualized figures are +12.88% and +19.35% respectively. Across the full 26-year window we track, IVV has the edge at +7.42% annualized vs -0.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OIH has been the more volatile fund, with annualized monthly volatility of 36.9% compared with 15.0% 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 -56.5% for IVV and -94.4% for OIH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while OIH charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.32% for OIH.
Holdings Overlap
0.2% of IVV's money is in holdings OIH also owns. 38.3% of OIH's money is in holdings IVV also owns.
The two portfolios partly overlap.
3 positions in common, counted across the 505 positions we hold weights for in IVV and 25 in OIH, against full books of 508 and 26.
What only one of them owns
Our book lists 18 positions for OIH that do not appear in our book for IVV (41.0% of the fund), and 494 for IVV that do not appear in OIH (99.1%).
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.
38.3% of OIH 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or OIH?
IVV has an expense ratio of 0.03% while OIH charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, IVV or OIH?
Over the past year IVV returned +21.57% vs +75.03% for OIH, so OIH leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.42% vs -0.08% for OIH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OIH?
OIH has been the more volatile fund at 36.9% annualized versus 15.0% for IVV. Worst drawdown: IVV -56.5% vs OIH -94.4%.
Should I hold both IVV and OIH?
IVV and OIH have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and OIH?
38.3% of OIH's money is in holdings IVV also owns. 38.3% of OIH's is in holdings IVV also owns. They hold 3 positions in common, counted across the 505 positions we hold weights for in IVV and 25 in OIH.
Which pays a higher dividend, IVV or OIH?
IVV yields 1.10% while OIH yields 1.32%, so OIH currently pays the higher dividend yield.
Is OIH better than IVV?
IVV has a lower expense ratio. IVV led over 3Y and the full window, OIH over 1Y and 5Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 70.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.