IVV vs PYPY

IVV vs PYPY
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPYPYWinner
Expense Ratio0.03%1.46%
AUM$907.0B$16M
Dividend Yield1.10%56.79%
Holdings5088
YTD Return+12.71%+2.62%
1Y Return+21.89%-11.90%
3Y Return (annualized)+22.08%+3.06%
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%31.0%
Max Drawdown-56.5%-53.6%
Fund FamilyiShares by BlackRock (US)YieldMax ETF
CategoryEquityAlternative
InceptionMay 15, 2000Sep 25, 2023

IVV vs PYPY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and YieldMax PYPL Option Income Strategy ETF (PYPY) is a ETF from YieldMax ETF. Over the past year IVV returned +21.89% while PYPY returned -11.90%. Year to date, IVV is up 12.71% versus a gain of 2.62% for PYPY.

Over three years, IVV compounded at +22.08% per year against +3.06% for PYPY. Across the full 3-year window we track, IVV has the edge at +7.00% annualized vs +3.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PYPY has been the more volatile fund, with annualized monthly volatility of 31.0% 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 -53.6% for PYPY. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while PYPY charges 1.46%. On a $10,000 position that is $3 vs $146 annually, a gap of $143 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 56.79% for PYPY.

Holdings Overlap

0.0%overlap

IVV and PYPY share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or PYPY?

IVV has an expense ratio of 0.03% while PYPY charges 1.46%. IVV is the cheaper option. On a $10,000 investment, that is $143 per year of difference.

Which performed better, IVV or PYPY?

Over the past year IVV returned +21.89% vs -11.90% for PYPY, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.00% vs +3.06% for PYPY. Past performance does not guarantee future results.

Which is riskier, IVV or PYPY?

PYPY has been the more volatile fund at 31.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PYPY -53.6%.

Should I hold both IVV and PYPY?

IVV and PYPY have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PYPY?

IVV and PYPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or PYPY?

IVV yields 1.10% while PYPY yields 56.79%, so PYPY currently pays the higher dividend yield.

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