IVV vs QDCC
iShares Core S&P 500 ETF vs Global X S&P 500 Quality Dividend Covered Call ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | QDCC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $865.2B | $2M | |
| Dividend Yield | 1.09% | 10.87% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.43% | +0.88% | |
| 1Y Return | +22.61% | +4.49% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 7.8% | |
| Max Drawdown | -56.5% | -13.9% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 7, 2024 |
IVV vs QDCC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X S&P 500 Quality Dividend Covered Call ETF (QDCC) is a ETF from Global X by mirae Asset. Over the past year IVV returned +22.61% while QDCC returned +4.49%. Year to date, IVV is up 13.43% versus a gain of 0.88% for QDCC.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.8% for QDCC. 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 -13.9% for QDCC. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while QDCC charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 10.87% for QDCC.
Frequently Asked Questions
Which is cheaper, IVV or QDCC?
IVV has an expense ratio of 0.03% while QDCC charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IVV or QDCC?
Over the past year IVV returned +22.61% vs +4.49% for QDCC, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.03% vs +5.65% for QDCC. Past performance does not guarantee future results.
Which is riskier, IVV or QDCC?
IVV has been the more volatile fund at 15.1% annualized versus 7.8% for QDCC. Worst drawdown: IVV -56.5% vs QDCC -13.9%.
Should I hold both IVV and QDCC?
IVV and QDCC have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or QDCC?
IVV yields 1.09% while QDCC yields 10.87%, so QDCC currently pays the higher dividend yield.
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