IVV vs QALT

IVV vs QALT
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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

MetricIVVQALTWinner
Expense Ratio0.03%0.80%
AUM$907.0B$195M
Dividend Yield1.10%6.03%
Holdings50817
YTD Return+12.28%+6.80%
1Y Return+20.94%+12.51%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%7.3%
Max Drawdown-56.5%-4.8%
Fund FamilyiShares by BlackRock (US)SEI EXCHANGE TRADED FUNDS
CategoryEquityAlternative
InceptionMay 15, 2000Aug 25, 2025

IVV vs QALT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SEI DBi Multi-Strategy Alternative ETF (QALT) is a ETF from SEI EXCHANGE TRADED FUNDS. Over the past year IVV returned +20.94% while QALT returned +12.51%. Year to date, IVV is up 12.28% versus a gain of 6.80% for QALT.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.3% for QALT. 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 -4.8% for QALT. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while QALT charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 6.03% for QALT.

Frequently Asked Questions

Which is cheaper, IVV or QALT?

IVV has an expense ratio of 0.03% while QALT charges 0.80%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, IVV or QALT?

Over the past year IVV returned +20.94% vs +12.51% for QALT, so IVV leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, IVV or QALT?

IVV has been the more volatile fund at 15.1% annualized versus 7.3% for QALT. Worst drawdown: IVV -56.5% vs QALT -4.8%.

Should I hold both IVV and QALT?

IVV and QALT have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or QALT?

IVV yields 1.10% while QALT yields 6.03%, so QALT currently pays the higher dividend yield.

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