IVV vs ROBO
iShares Core S&P 500 ETF vs ROBO Global Robotics and Automation Index ETF
Which is better, IVV or ROBO?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, ROBO over 1Y. ROBO is less concentrated, with 18.1% of the fund in its ten largest positions against 37.8%.
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 | ROBO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $2.0B |
| Dividend Yield | 1.06% | 0.36% |
| Holdings | 508 | 80 |
| YTD Return | +12.01%Best | +9.39% |
| 1Y Return | +16.48% | +18.97%Best |
| 3Y Return (annualized) | +21.21%Best | +14.34% |
| 5Y Return (annualized) | +12.95%Best | +2.43% |
| Volatility (annualized) | 14.5%Best | 21.5% |
| Max Drawdown | -33.9%Best | -43.6% |
| $10,000 over 5 years | $18,384Best | $11,276 |
| Top 10 Weight | 37.8% | 18.1%Best |
| Fund Family | iShares by BlackRock (US) | Robo Global |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Oct 22, 2013 |
Volatility and max drawdown are measured over the window both funds cover: Oct 22, 2013 to Sep 14, 2026 (12.9 years).
IVV vs ROBO 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 12.9 years both funds cover.
IVV vs ROBO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ROBO Global Robotics and Automation Index ETF (ROBO) is an ETF from Robo Global. Over the past year IVV returned +16.48% while ROBO returned +18.97%. Year to date, IVV is up 12.01% versus a gain of 9.39% for ROBO.
Over three years, IVV compounded at +21.21% per year against +14.34% for ROBO; over five years the annualized figures are +12.95% and +2.43% respectively. Across the full 13-year window we track, IVV has the edge at +12.72% annualized vs +9.24%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROBO has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 14.5% 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 -33.9% for IVV and -43.6% for ROBO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while ROBO charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.36% for ROBO.
Holdings Overlap
11.0% of IVV's money is in holdings ROBO also owns. 21.2% of ROBO's money is in holdings IVV also owns.
ROBO and IVV share little of their money.
15 positions in common, counted across the 490 positions we hold weights for in IVV and 79 in ROBO, against full books of 508 and 80.
What only one of them owns
Our book lists 19 positions for ROBO that do not appear in our book for IVV (23.6% of the fund), and 467 for IVV that do not appear in ROBO (87.6%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in ROBO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 1.50% | 6.57% |
| TSLATesla Inc | 1.56% | 1.07% | 0.49% |
| ZBRAZebra Technologies Corp | 0.03% | 1.90% | 1.87% |
| DEDeere & Co Sedol 2261203 | 0.25% | 1.67% | 1.42% |
| ISRGIntuitive Surgical Inc. | 0.20% | 1.66% | 1.46% |
| EMREmerson Electric Co. | 0.13% | 1.69% | 1.56% |
| NDSNNordson Corp | 0.03% | 1.70% | 1.67% |
| TERTeradyne Inc - Common | 0.08% | 1.58% | 1.50% |
| ADSKAutodesk, Inc. | 0.08% | 1.45% | 1.37% |
| PTCPtc Inc | 0.03% | 1.47% | 1.44% |
21.2% of ROBO is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or ROBO?
IVV has an expense ratio of 0.03% while ROBO charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or ROBO?
Over the past year IVV returned +16.48% vs +18.97% for ROBO, so ROBO leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +12.72% vs +9.24% for ROBO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or ROBO?
ROBO has been the more volatile fund at 21.5% annualized versus 14.5% for IVV. Worst drawdown: IVV -33.9% vs ROBO -43.6%.
Should I hold both IVV and ROBO?
IVV and ROBO have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and ROBO?
21.2% of ROBO's money is in holdings IVV also owns. 21.2% of ROBO's is in holdings IVV also owns. They hold 15 positions in common, counted across the 490 positions we hold weights for in IVV and 79 in ROBO.
Which pays a higher dividend, IVV or ROBO?
IVV yields 1.06% while ROBO yields 0.36%, so IVV currently pays the higher dividend yield.
Is ROBO better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, ROBO over 1Y. ROBO is less concentrated, with 18.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.