IVV vs QTOP

Quick Verdict

IVV has a lower expense ratio. QTOP delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: QTOPMore Diversified: IVV

Side-by-Side Comparison

MetricIVVQTOPWinner
Expense Ratio0.03%0.20%
AUM$865.2B$278M
Dividend Yield1.09%0.33%
Holdings50835
YTD Return+14.50%+19.63%
1Y Return+22.02%+26.90%
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%21.0%
Max Drawdown-56.5%-23.1%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 15, 2000Oct 24, 2024

IVV vs QTOP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares Nasdaq Top 30 Stocks ETF (QTOP) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +22.02% while QTOP returned +26.90%. Year to date, IVV is up 14.50% versus a gain of 19.63% for QTOP.

Risk: Volatility and Drawdowns

QTOP has been the more volatile fund, with annualized monthly volatility of 21.0% 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 -23.1% for QTOP. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while QTOP charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.33% for QTOP.

Holdings Overlap

47.3%overlap

IVV and QTOP share 31 holdings out of 506 unique holdings combined, representing a 47.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in QTOPDifference
NVDA7.76%9.96%2.20%
AAPL7.44%9.66%2.22%
MSFT4.57%6.05%1.48%
AMZNProProPro
MUProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
AMDProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, IVV or QTOP?

IVV has an expense ratio of 0.03% while QTOP charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, IVV or QTOP?

Over the past year IVV returned +22.02% vs +26.90% for QTOP, so QTOP leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.07% vs +27.49% for QTOP. Past performance does not guarantee future results.

Which is riskier, IVV or QTOP?

QTOP has been the more volatile fund at 21.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QTOP -23.1%.

Should I hold both IVV and QTOP?

IVV and QTOP have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and QTOP?

IVV and QTOP share 31 common holdings with a 47.3% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or QTOP?

IVV yields 1.09% while QTOP yields 0.33%, so IVV currently pays the higher dividend yield.

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