IVV vs QDWN

IVV vs QDWN
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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

MetricIVVQDWNWinner
Expense Ratio0.03%1.35%
AUM$907.0B$85,797.07
Dividend Yield1.10%2.72%
Holdings5084
YTD Return+12.71%-65.85%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-78.2%
Fund FamilyiShares by BlackRock (US)Daily Delta
CategoryEquityAlternative
InceptionMay 15, 2000Mar 10, 2025

IVV vs QDWN Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and DailyDelta Q100 Downside Option Strategy ETF (QDWN) is a ETF from Daily Delta. Year to date, IVV is up 12.71% versus a loss of 65.85% for QDWN.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -78.2% for QDWN. 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 QDWN charges 1.35%. On a $10,000 position that is $3 vs $135 annually, a gap of $132 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.72% for QDWN.

Holdings Overlap

0.0%overlap

IVV and QDWN share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or QDWN?

IVV has an expense ratio of 0.03% while QDWN charges 1.35%. IVV is the cheaper option. On a $10,000 investment, that is $132 per year of difference.

What is the holdings overlap between IVV and QDWN?

IVV and QDWN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or QDWN?

IVV yields 1.10% while QDWN yields 2.72%, so QDWN currently pays the higher dividend yield.

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