IVV vs ROBX

IVV vs ROBX

Which is better, IVV or ROBX?

Large Cap Blend against Mid Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVROBX
Expense Ratio0.03%Best0.49%
AUM$876.4B$1M
Dividend Yield1.06%0.00%
Holdings5089
YTD Return+12.27%Best-4.69%
1Y Return+17.04%-
3Y Return (annualized)+21.24%-
5Y Return (annualized)+13.08%-
Fund FamilyiShares by BlackRock (US)Amplify ETFs
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 15, 2000Aug 19, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs ROBX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs ROBX Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Amplify Top 10 Robotics ETF (ROBX) is an ETF from Amplify ETFs. Year to date, IVV is up 12.27% versus a loss of 4.69% for ROBX.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while ROBX charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for ROBX.

Holdings Overlap

IVV already in ROBX0.1%

At least 0.1% of IVV's money is in holdings ROBX also owns.

Stated as a floor: for ROBX, our book for it covers 73.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 9 in ROBX, against full books of 508 and 9.

Top Shared Holdings

StockWeight in IVVWeight in ROBXDifference
TERTeradyne Inc - Common0.08%3.92%3.84%

You are not choosing between two funds in isolation.

Whichever of IVV and ROBX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVROBX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or ROBX?

IVV has an expense ratio of 0.03% while ROBX charges 0.49%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which pays a higher dividend, IVV or ROBX?

IVV yields 1.06% while ROBX yields 0.00%, so IVV currently pays the higher dividend yield.

Is ROBX better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.