IVV vs QPX
iShares Core S&P 500 ETF vs Advisorshares Q Dynamic Growth ETF
Which is better, IVV or QPX?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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 | QPX |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.74% |
| AUM | $886.7B | $32M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 8 |
| YTD Return | +13.86%Best | +9.38% |
| 1Y Return | +21.57%Best | +20.76% |
| 3Y Return (annualized) | +21.48%Best | +19.34% |
| 5Y Return (annualized) | +12.88%Best | +10.45% |
| Volatility (annualized) | 15.1%Best | 17.2% |
| Max Drawdown | -24.5%Best | -34.7% |
| $10,000 over 5 years | $18,327Best | $16,437 |
| Top 10 Weight | 37.9% | - |
| Fund Family | iShares by BlackRock (US) | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Dec 28, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Dec 29, 2020 to Sep 3, 2026 (5.7 years).
IVV vs QPX 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 5.7 years both funds cover.
IVV vs QPX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares. Over the past year IVV returned +21.57% while QPX returned +20.76%. Year to date, IVV is up 13.86% versus a gain of 9.38% for QPX.
Over three years, IVV compounded at +21.48% per year against +19.34% for QPX; over five years the annualized figures are +12.88% and +10.45% respectively. Across the full 6-year window we track, IVV has the edge at +15.36% annualized vs +12.56%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QPX has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.1% for IVV. 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 -24.5% for IVV and -34.7% for QPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while QPX charges 1.74%. On a $10,000 position that is $3 vs $174 annually, a gap of $171 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for QPX.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 7 in QPX, totalling 100.0% and 100.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 7 in QPX, against full books of 508 and 8.
What only one of them owns
Our book lists 7 positions for QPX that do not appear in our book for IVV (100.3% of the fund), and 497 for IVV that do not appear in QPX (99.3%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and QPX 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 QPX?
IVV has an expense ratio of 0.03% while QPX charges 1.74%. IVV is the cheaper option, by $171 a year on a $10,000 investment.
Which performed better, IVV or QPX?
Over the past year IVV returned +21.57% vs +20.76% for QPX, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.36% vs +12.56% for QPX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QPX?
QPX has been the more volatile fund at 17.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -24.5% vs QPX -34.7%.
Should I hold both IVV and QPX?
IVV and QPX have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVV or QPX?
IVV yields 1.10% while QPX yields 0.00%, so IVV currently pays the higher dividend yield.
Is QPX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.