IVV vs QIDX
iShares Core S&P 500 ETF vs Indexperts Quality Earnings Focused ETF
Which is better, IVV or QIDX?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. QIDX is less concentrated, with 25.1% of the fund in its ten largest positions against 37.8%.
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
| Metric | IVV | QIDX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $39M |
| Dividend Yield | 1.06% | 0.87% |
| Holdings | 508 | 133 |
| YTD Return | +12.39%Best | +6.68% |
| 1Y Return | +16.61%Best | +4.87% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.9% | 10.0%Best |
| Max Drawdown | -18.8% | -15.0%Best |
| $10,000 over 1.7 years | $13,278Best | $11,567 |
| Top 10 Weight | 37.8% | 25.1%Best |
| Fund Family | iShares by BlackRock (US) | Indexperts |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Dec 31, 2024 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 2, 2025 to Sep 18, 2026 (1.7 years).
IVV vs QIDX 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 covers the 1.7 years both funds cover.
IVV vs QIDX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts. Over the past year IVV returned +16.61% while QIDX returned +4.87%. Year to date, IVV is up 12.39% versus a gain of 6.68% for QIDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 10.0% for QIDX. 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 -18.8% for IVV and -15.0% for QIDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while QIDX charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.87% for QIDX.
Holdings Overlap
31.6% of IVV's money is in holdings QIDX also owns. 65.5% of QIDX's money is in holdings IVV also owns.
The two portfolios partly overlap.
58 positions in common, counted across the 490 positions we hold weights for in IVV and 131 in QIDX, against full books of 508 and 133.
What only one of them owns
Our book lists 72 positions for QIDX that do not appear in our book for IVV (33.9% of the fund), and 424 for IVV that do not appear in QIDX (67.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in QIDX | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.02% | 2.34% | 4.68% |
| MSFTMicrosoft Corp | 5.69% | 0.66% | 5.03% |
| GOOGLAlphabet Inc,class A | 3.00% | 3.13% | 0.13% |
| ANETArista Networks Inc Common Stock | 0.30% | 4.03% | 3.73% |
| TMOThermo Fisherscientific Inc. | 0.35% | 2.99% | 2.64% |
| XOMExxon Mobil Corp. | 1.01% | 2.19% | 1.18% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.39% | 1.47% | 0.08% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.66% | 1.88% | 1.22% |
| JPMJpmorgan Chase | 1.44% | 1.02% | 0.42% |
| LLYEli Lilly & Co. | 1.38% | 1.02% | 0.36% |
65.5% of QIDX is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or QIDX?
IVV has an expense ratio of 0.03% while QIDX charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or QIDX?
Over the past year IVV returned +16.61% vs +4.87% for QIDX, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.15% vs +8.94% for QIDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QIDX?
IVV has been the more volatile fund at 12.9% annualized versus 10.0% for QIDX. Worst drawdown: IVV -18.8% vs QIDX -15.0%.
Should I hold both IVV and QIDX?
IVV and QIDX have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and QIDX?
65.5% of QIDX's money is in holdings IVV also owns. 65.5% of QIDX's is in holdings IVV also owns. They hold 58 positions in common, counted across the 490 positions we hold weights for in IVV and 131 in QIDX.
Which pays a higher dividend, IVV or QIDX?
IVV yields 1.06% while QIDX yields 0.87%, so IVV currently pays the higher dividend yield.
Is QIDX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. QIDX is less concentrated, with 25.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.