IVV vs OOSB

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVOOSBWinner
Expense Ratio0.03%0.85%
AUM$865.2B$523,561.74
Dividend Yield1.09%11.74%
Holdings5084
YTD Return+13.80%-20.00%
1Y Return+23.70%+7.66%
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%40.0%
Max Drawdown-56.5%-51.6%
Fund FamilyiShares by BlackRock (US)Volatility Shares, LLC
CategoryEquityAlternative
InceptionMay 15, 2000Feb 19, 2025

IVV vs OOSB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and One+One S&P 500 and Bitcoin ETF (OOSB) is a ETF from Volatility Shares, LLC. Over the past year IVV returned +23.70% while OOSB returned +7.66%. Year to date, IVV is up 13.80% versus a loss of 20.00% for OOSB.

Risk: Volatility and Drawdowns

OOSB has been the more volatile fund, with annualized monthly volatility of 40.0% compared with 15.1% 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 -51.6% for OOSB. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while OOSB 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 1.09% against 11.74% for OOSB.

Frequently Asked Questions

Which is cheaper, IVV or OOSB?

IVV has an expense ratio of 0.03% while OOSB charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, IVV or OOSB?

Over the past year IVV returned +23.70% vs +7.66% for OOSB, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.05% vs -23.58% for OOSB. Past performance does not guarantee future results.

Which is riskier, IVV or OOSB?

OOSB has been the more volatile fund at 40.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs OOSB -51.6%.

Should I hold both IVV and OOSB?

IVV and OOSB have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or OOSB?

IVV yields 1.09% while OOSB yields 11.74%, so OOSB currently pays the higher dividend yield.

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