IVV vs QIDX
iShares Core S&P 500 ETF vs Indexperts Quality Earnings Focused ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | QIDX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $907.0B | $40M | |
| Dividend Yield | 1.10% | 0.86% | |
| Holdings | 508 | 134 | |
| YTD Return | +12.71% | +10.41% | |
| 1Y Return | +21.89% | +11.01% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 9.9% | |
| Max Drawdown | -56.5% | -15.0% | |
| Fund Family | iShares by BlackRock (US) | Indexperts | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 31, 2024 |
IVV vs QIDX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Indexperts Quality Earnings Focused ETF (QIDX) is a ETF from Indexperts. Over the past year IVV returned +21.89% while QIDX returned +11.01%. Year to date, IVV is up 12.71% versus a gain of 10.41% for QIDX.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.9% 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 -56.5% for IVV and -15.0% for QIDX. 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 0.73. 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 1.10% against 0.86% for QIDX.
Holdings Overlap
IVV and QIDX share 59 holdings out of 578 unique holdings combined, representing a 18.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or QIDX?
Over the past year IVV returned +21.89% vs +11.01% for QIDX, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +11.71% for QIDX. Past performance does not guarantee future results.
Which is riskier, IVV or QIDX?
IVV has been the more volatile fund at 15.1% annualized versus 9.9% for QIDX. Worst drawdown: IVV -56.5% vs QIDX -15.0%.
Should I hold both IVV and QIDX?
IVV and QIDX have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and QIDX?
IVV and QIDX share 59 common holdings with a 18.0% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, IVV or QIDX?
IVV yields 1.10% while QIDX yields 0.86%, so IVV currently pays the higher dividend yield.
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