IVV vs QBKV

IVV vs QBKV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVQBKVWinner
Expense Ratio0.03%0.74%
AUM$907.0B$8M
Dividend Yield1.10%0.00%
Holdings5080
YTD Return+12.71%+10.30%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.1%
Fund FamilyiShares by BlackRock (US)AllianzIM
CategoryEquityAlternative
InceptionMay 15, 2000Mar 31, 2026

IVV vs QBKV Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AllianzIM US Small Cap Buffer5 ETF (QBKV) is a ETF from AllianzIM. Year to date, IVV is up 12.71% versus a gain of 10.30% for QBKV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.1% for QBKV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while QBKV charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for QBKV.

Frequently Asked Questions

Which is cheaper, IVV or QBKV?

IVV has an expense ratio of 0.03% while QBKV charges 0.74%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which pays a higher dividend, IVV or QBKV?

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

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