IVV vs QPFF

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVQPFFWinner
Expense Ratio0.03%0.32%
AUM$865.2B$40M
Dividend Yield1.09%6.03%
Holdings5081
YTD Return+14.50%+0.90%
1Y Return+22.02%+0.38%
3Y Return (annualized)+21.80%+5.39%
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%8.9%
Max Drawdown-56.5%-15.2%
Fund FamilyiShares by BlackRock (US)American Century Investments
CategoryEquityAllocation/Balanced
InceptionMay 15, 2000Feb 16, 2021

IVV vs QPFF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and American Century Quality Preferred ETF (QPFF) is a ETF from American Century Investments. Over the past year IVV returned +22.02% while QPFF returned +0.38%. Year to date, IVV is up 14.50% versus a gain of 0.90% for QPFF.

Over three years, IVV compounded at +21.80% per year against +5.39% for QPFF. Across the full 5-year window we track, IVV has the edge at +7.07% annualized vs +2.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.9% for QPFF. 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 -15.2% for QPFF. 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 QPFF charges 0.32%. On a $10,000 position that is $3 vs $32 annually, a gap of $29 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 6.03% for QPFF.

Frequently Asked Questions

Which is cheaper, IVV or QPFF?

IVV has an expense ratio of 0.03% while QPFF charges 0.32%. IVV is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, IVV or QPFF?

Over the past year IVV returned +22.02% vs +0.38% for QPFF, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.07% vs +2.87% for QPFF. Past performance does not guarantee future results.

Which is riskier, IVV or QPFF?

IVV has been the more volatile fund at 15.1% annualized versus 8.9% for QPFF. Worst drawdown: IVV -56.5% vs QPFF -15.2%.

Should I hold both IVV and QPFF?

IVV and QPFF have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or QPFF?

IVV yields 1.09% while QPFF yields 6.03%, so QPFF currently pays the higher dividend yield.

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