IVV vs ROBO
iShares Core S&P 500 ETF vs ROBO Global Robotics and Automation Index ETF
Quick Verdict
IVV has a lower expense ratio. ROBO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | ROBO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $907.0B | $2.1B | |
| Dividend Yield | 1.10% | 0.37% | |
| Holdings | 508 | 79 | |
| YTD Return | +12.28% | +14.47% | |
| 1Y Return | +20.94% | +30.36% | |
| 3Y Return (annualized) | +21.81% | +15.70% | |
| 5Y Return (annualized) | +13.05% | +4.71% | |
| Volatility (annualized) | 15.1% | 21.5% | |
| Max Drawdown | -56.5% | -43.6% | |
| Fund Family | iShares by BlackRock (US) | Robo Global | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 22, 2013 |
IVV vs ROBO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ROBO Global Robotics and Automation Index ETF (ROBO) is a ETF from Robo Global. Over the past year IVV returned +20.94% while ROBO returned +30.36%. Year to date, IVV is up 12.28% versus a gain of 14.47% for ROBO.
Over three years, IVV compounded at +21.81% per year against +15.70% for ROBO; over five years the annualized figures are +13.05% and +4.71% respectively. Across the full 13-year window we track, ROBO has the edge at +9.68% annualized vs +6.98%. 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 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 -43.6% for ROBO. 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 0.87. 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 1.10% against 0.37% for ROBO.
Holdings Overlap
IVV and ROBO share 19 holdings out of 565 unique holdings combined, representing a 5.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $92 per year of difference.
Which performed better, IVV or ROBO?
Over the past year IVV returned +20.94% vs +30.36% for ROBO, so ROBO leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +6.98% vs +9.68% for ROBO. Past performance does not guarantee future results.
Which is riskier, IVV or ROBO?
ROBO has been the more volatile fund at 21.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs ROBO -43.6%.
Should I hold both IVV and ROBO?
IVV and ROBO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and ROBO?
IVV and ROBO share 19 common holdings with a 5.6% weight overlap. Combined, they hold 565 unique securities.
Which pays a higher dividend, IVV or ROBO?
IVV yields 1.10% while ROBO yields 0.37%, so IVV currently pays the higher dividend yield.
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