IVV vs QBKV

IVV vs QBKV

Which is better, IVV or QBKV?

Large Cap Blend against Multi Alternative.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVQBKV
Expense Ratio0.03%Best0.74%
AUM$876.4B$8M
Dividend Yield1.06%0.00%
Holdings508-
YTD Return+12.51%Best+8.11%
1Y Return+17.57%-
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Fund FamilyiShares by BlackRock (US)AllianzIM
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionMay 15, 2000Mar 31, 2026

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

IVV vs QBKV 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 QBKV Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and AllianzIM US Small Cap Buffer5 ETF (QBKV) is an ETF from AllianzIM. Year to date, IVV is up 12.51% versus a gain of 8.11% for QBKV.

Past performance does not guarantee future results.

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 1.06% against 0.00% for QBKV.

You are not choosing between two funds in isolation.

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

IVVQBKV

Free for up to 10 holdings. No account needed.

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, by $71 a year on a $10,000 investment.

Which pays a higher dividend, IVV or QBKV?

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

Is QBKV better than IVV?

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