IVV vs ORO

IVV vs ORO

Which is better, IVV or ORO?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): 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

MetricIVVORO
Expense Ratio0.03%Best1.25%
AUM$876.4B$4M
Dividend Yield1.06%0.00%
Holdings5084
YTD Return+12.39%Best+11.35%
1Y Return+16.61%Best+2.67%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)Arrow Investment Trust
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionMay 15, 2000Oct 17, 2025

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

IVV vs ORO 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 ORO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Arrow Valtoro ETF (ORO) is an ETF from Arrow Investment Trust. Over the past year IVV returned +16.61% while ORO returned +2.67%. Year to date, IVV is up 12.39% versus a gain of 11.35% for ORO.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while ORO charges 1.25%. On a $10,000 position that is $3 vs $125 annually, a gap of $122 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for ORO.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in ORO, totalling 99.3% 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 490 positions we hold weights for in IVV and 1 in ORO, against full books of 508 and 4.

You are not choosing between two funds in isolation.

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

IVVORO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or ORO?

IVV has an expense ratio of 0.03% while ORO charges 1.25%. IVV is the cheaper option, by $122 a year on a $10,000 investment.

Which performed better, IVV or ORO?

Over the past year IVV returned +16.61% vs +2.67% for ORO, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, IVV or ORO?

IVV yields 1.06% while ORO yields 0.00%, so IVV currently pays the higher dividend yield.

Is ORO better than IVV?

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