IVV vs QMMY
iShares Core S&P 500 ETF vs FT Vest Nasdaq-100 Moderate Buffer ETF - May
Which is better, IVV or QMMY?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | QMMY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.90% |
| AUM | $876.4B | $149M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 10 |
| YTD Return | +13.85%Best | +8.09% |
| 1Y Return | +18.57%Best | +11.03% |
| 3Y Return (annualized) | +23.50% | - |
| 5Y Return (annualized) | +13.34% | - |
| Volatility (annualized) | 11.7% | 8.2%Best |
| Max Drawdown | -18.8% | -12.8%Best |
| $10,000 over 2.3 years | $14,882Best | $13,460 |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | May 17, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 20, 2024 to Sep 25, 2026 (2.3 years).
IVV vs QMMY 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 2.3 years both funds cover.
IVV vs QMMY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) is an ETF from First Trust Portfolios (US). Over the past year IVV returned +18.57% while QMMY returned +11.03%. Year to date, IVV is up 13.85% versus a gain of 8.09% for QMMY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 8.2% for QMMY. 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 -12.8% for QMMY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while QMMY charges 0.90%. On a $10,000 position that is $3 vs $90 annually, a gap of $87 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for QMMY.
You are not choosing between two funds in isolation.
Whichever of IVV and QMMY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or QMMY?
IVV has an expense ratio of 0.03% while QMMY charges 0.90%. IVV is the cheaper option, by $87 a year on a $10,000 investment.
Which performed better, IVV or QMMY?
Over the past year IVV returned +18.57% vs +11.03% for QMMY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.87% vs +13.79% for QMMY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QMMY?
IVV has been the more volatile fund at 11.7% annualized versus 8.2% for QMMY. Worst drawdown: IVV -18.8% vs QMMY -12.8%.
Should I hold both IVV and QMMY?
IVV and QMMY have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or QMMY?
IVV yields 1.06% while QMMY yields 0.00%, so IVV currently pays the higher dividend yield.
Is QMMY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.