IVV vs QUP
iShares Core S&P 500 ETF vs DailyDelta Q100 Upside Option Strategy ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | QUP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.35% | |
| AUM | $886.7B | $392,458.08 | |
| Dividend Yield | 1.10% | 0.65% | |
| Holdings | 508 | 4 | |
| YTD Return | +12.64% | +56.98% | |
| 1Y Return | +20.92% | - | |
| 3Y Return (annualized) | +21.07% | - | |
| 5Y Return (annualized) | +12.62% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -31.6% | |
| Fund Family | iShares by BlackRock (US) | Daily Delta | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 10, 2025 |
IVV vs QUP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and DailyDelta Q100 Upside Option Strategy ETF (QUP) is a ETF from Daily Delta. Year to date, IVV is up 12.64% versus a gain of 56.98% for QUP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -31.6% for QUP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while QUP charges 1.35%. On a $10,000 position that is $3 vs $135 annually, a gap of $132 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.65% for QUP.
Holdings Overlap
IVV and QUP share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or QUP?
IVV has an expense ratio of 0.03% while QUP charges 1.35%. IVV is the cheaper option. On a $10,000 investment, that is $132 per year of difference.
What is the holdings overlap between IVV and QUP?
IVV and QUP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or QUP?
IVV yields 1.10% while QUP yields 0.65%, so IVV currently pays the higher dividend yield.
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