IVV vs ORBX

IVV vs ORBX

Which is better, IVV or ORBX?

IVV costs less.

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 72.4%.

Lower Fees: IVVLess Concentrated: 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

MetricIVVORBX
Expense Ratio0.03%Best0.50%
AUM$886.7B$41M
Dividend Yield1.10%0.00%
Holdings50840
YTD Return+13.39%Best-19.48%
1Y Return+20.08%-
3Y Return (annualized)+21.29%-
5Y Return (annualized)+12.88%-
Top 10 Weight37.9%Best72.4%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Apr 14, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs ORBX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs ORBX Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X Space Tech ETF (ORBX) is an ETF from Global X by mirae Asset. Year to date, IVV is up 13.39% versus a loss of 19.48% for ORBX.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while ORBX charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for ORBX.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 37 in ORBX, totalling 100.0% and 100.0% 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 37 in ORBX, against full books of 508 and 40.

What only one of them owns

Our book lists 17 positions for ORBX that do not appear in our book for IVV (78.7% of the fund), and 497 for IVV that do not appear in ORBX (99.3%).

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.

You are not choosing between two funds in isolation.

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

IVVORBX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or ORBX?

IVV has an expense ratio of 0.03% while ORBX charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

Which pays a higher dividend, IVV or ORBX?

IVV yields 1.10% while ORBX yields 0.00%, so IVV currently pays the higher dividend yield.

Is ORBX better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 72.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.