IVV vs QSIX
iShares Core S&P 500 ETF vs Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETF
Quick Verdict
IVV has a lower expense ratio. QSIX delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | QSIX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $865.2B | $18M | |
| Dividend Yield | 1.09% | 3.51% | |
| Holdings | 508 | 106 | |
| YTD Return | +14.50% | +17.77% | |
| 1Y Return | +22.02% | +24.28% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 17.3% | |
| Max Drawdown | -56.5% | -19.5% | |
| Fund Family | iShares by BlackRock (US) | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 23, 2024 |
IVV vs QSIX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETF (QSIX) is a ETF from Pacer ETFs. Over the past year IVV returned +22.02% while QSIX returned +24.28%. Year to date, IVV is up 14.50% versus a gain of 17.77% for QSIX.
Risk: Volatility and Drawdowns
QSIX has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -19.5% for QSIX. 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 0.90. 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 QSIX charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.51% for QSIX.
Holdings Overlap
IVV and QSIX share 87 holdings out of 521 unique holdings combined, representing a 51.7% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or QSIX?
IVV has an expense ratio of 0.03% while QSIX charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, IVV or QSIX?
Over the past year IVV returned +22.02% vs +24.28% for QSIX, so QSIX leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.07% vs +23.73% for QSIX. Past performance does not guarantee future results.
Which is riskier, IVV or QSIX?
QSIX has been the more volatile fund at 17.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QSIX -19.5%.
Should I hold both IVV and QSIX?
IVV and QSIX have a monthly-return correlation of 0.90, 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 QSIX?
IVV and QSIX share 87 common holdings with a 51.7% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, IVV or QSIX?
IVV yields 1.09% while QSIX yields 3.51%, so QSIX currently pays the higher dividend yield.
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