IVV vs OOQB

IVV vs OOQB

Which is better, IVV or OOQB?

Large Cap Blend against Leverage Strategy.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricIVVOOQB
Expense Ratio0.03%Best0.85%
AUM$876.4B$696,442.48
Dividend Yield1.06%13.88%
Holdings5084
Volatility (annualized)11.9%Best43.8%
Max Drawdown-18.8%Best-53.4%
$10,000 over 1.1 years$11,214Best$7,163
Fund FamilyiShares by BlackRock (US)Volatility Shares, LLC
CategoryEquityAlternative
StyleLarge Cap BlendLeverage Strategy
InceptionMay 15, 2000Feb 19, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 153 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 10, 2026 and OOQB through Apr 10, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Feb 19, 2025 to Apr 10, 2026 (1.1 years).

Risk: Volatility and Drawdowns

OOQB has been the more volatile fund, with annualized monthly volatility of 43.8% compared with 11.9% 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 -53.4% for OOQB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while OOQB charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 13.88% for OOQB.

You are not choosing between two funds in isolation.

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

IVVOOQB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or OOQB?

IVV has an expense ratio of 0.03% while OOQB charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.

Which is riskier, IVV or OOQB?

OOQB has been the more volatile fund at 43.8% annualized versus 11.9% for IVV. Worst drawdown: IVV -18.8% vs OOQB -53.4%.

Should I hold both IVV and OOQB?

IVV and OOQB have a monthly-return correlation of 0.62, 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 OOQB?

IVV yields 1.06% while OOQB yields 13.88%, so OOQB currently pays the higher dividend yield.

Is OOQB better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.