IVV vs QRFT
iShares Core S&P 500 ETF vs Qraft AI-Enhanced US Large Cap ETF
Quick Verdict
IVV has a lower expense ratio. QRFT delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | QRFT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $9M | |
| Dividend Yield | 1.10% | 0.25% | |
| Holdings | 508 | 301 | |
| YTD Return | +12.28% | +11.77% | |
| 1Y Return | +20.94% | +21.39% | |
| 3Y Return (annualized) | +21.81% | +19.32% | |
| 5Y Return (annualized) | +13.05% | +10.94% | |
| Volatility (annualized) | 15.1% | 17.6% | |
| Max Drawdown | -56.5% | -30.2% | |
| Fund Family | iShares by BlackRock (US) | QRAFT AI ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 20, 2019 |
IVV vs QRFT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Qraft AI-Enhanced US Large Cap ETF (QRFT) is a ETF from QRAFT AI ETFs. Over the past year IVV returned +20.94% while QRFT returned +21.39%. Year to date, IVV is up 12.28% versus a gain of 11.77% for QRFT.
Over three years, IVV compounded at +21.81% per year against +19.32% for QRFT; over five years the annualized figures are +13.05% and +10.94% respectively. Across the full 7-year window we track, QRFT has the edge at +15.76% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QRFT has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -56.5% for IVV and -30.2% for QRFT. 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 0.95. 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 QRFT charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.25% for QRFT.
Holdings Overlap
IVV and QRFT share 241 holdings out of 557 unique holdings combined, representing a 69.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or QRFT?
IVV has an expense ratio of 0.03% while QRFT charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or QRFT?
Over the past year IVV returned +20.94% vs +21.39% for QRFT, so QRFT leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +6.98% vs +15.76% for QRFT. Past performance does not guarantee future results.
Which is riskier, IVV or QRFT?
QRFT has been the more volatile fund at 17.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QRFT -30.2%.
Should I hold both IVV and QRFT?
IVV and QRFT have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and QRFT?
IVV and QRFT share 241 common holdings with a 69.5% weight overlap. Combined, they hold 557 unique securities.
Which pays a higher dividend, IVV or QRFT?
IVV yields 1.10% while QRFT yields 0.25%, so IVV currently pays the higher dividend yield.
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