IVV vs QAT
iShares Core S&P 500 ETF vs iShares MSCI Qatar ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | QAT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $907.0B | $64M | |
| Dividend Yield | 1.10% | 4.88% | |
| Holdings | 508 | 37 | |
| YTD Return | +12.28% | -6.42% | |
| 1Y Return | +20.94% | -11.21% | |
| 3Y Return (annualized) | +21.81% | +2.15% | |
| 5Y Return (annualized) | +13.05% | +1.56% | |
| Volatility (annualized) | 15.1% | 17.6% | |
| Max Drawdown | -56.5% | -51.0% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 29, 2014 |
IVV vs QAT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares MSCI Qatar ETF (QAT) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +20.94% while QAT returned -11.21%. Year to date, IVV is up 12.28% versus a loss of 6.42% for QAT.
Over three years, IVV compounded at +21.81% per year against +2.15% for QAT; over five years the annualized figures are +13.05% and +1.56% respectively. Across the full 12-year window we track, IVV has the edge at +6.98% annualized vs -1.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QAT has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -51.0% for QAT. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while QAT charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.88% for QAT.
Holdings Overlap
IVV and QAT share 1 holdings out of 538 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in QAT | Difference |
|---|---|---|---|
| XTSLA | 0.15% | 0.14% | 0.01% |
Frequently Asked Questions
Which is cheaper, IVV or QAT?
IVV has an expense ratio of 0.03% while QAT charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, IVV or QAT?
Over the past year IVV returned +20.94% vs -11.21% for QAT, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +6.98% vs -1.11% for QAT. Past performance does not guarantee future results.
Which is riskier, IVV or QAT?
QAT has been the more volatile fund at 17.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QAT -51.0%.
Should I hold both IVV and QAT?
IVV and QAT have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and QAT?
IVV and QAT share 1 common holdings with a 0.1% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, IVV or QAT?
IVV yields 1.10% while QAT yields 4.88%, so QAT currently pays the higher dividend yield.
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