IVV vs SIOO

IVV vs SIOO

Which is better, IVV or SIOO?

Large Cap Blend against Option Writing.

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

MetricIVVSIOO
Expense Ratio0.03%Best0.59%
AUM$876.4B$20M
Dividend Yield1.06%11.26%
Holdings508117
YTD Return+12.27%Best+9.65%
1Y Return+17.04%-
3Y Return (annualized)+21.24%-
5Y Return (annualized)+13.08%-
Fund FamilyiShares by BlackRock (US)VistaShares
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Dec 11, 2025

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

IVV vs SIOO 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 SIOO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VistaShares Target 15 S&P 100 Distribution ETF (SIOO) is an ETF from VistaShares. Year to date, IVV is up 12.27% versus a gain of 9.65% for SIOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while SIOO charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 11.26% for SIOO.

Holdings Overlap

IVV already in SIOO72.1%

At least 72.1% of IVV's money is in holdings SIOO also owns.

Stated as a floor: for SIOO, our book for it covers 92.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of IVV is already inside SIOO. Owning both mostly buys the same companies twice.

99 positions in common, counted across the 490 positions we hold weights for in IVV and 103 in SIOO, against full books of 508 and 117.

Top Shared Holdings

StockWeight in IVVWeight in SIOODifference
NVDANvidia Corp8.07%9.79%1.72%
AAPLApple, Inc7.02%8.44%1.42%
MSFTMicrosoft Corp5.69%5.75%0.06%
AMZNAmazon.Com Inc3.84%4.32%0.48%
AVGOBroadcom Inc2.65%3.44%0.79%
GOOGAlphabet Inc2.39%3.39%1.00%
METAMeta Platforms Inc1.90%2.78%0.88%
MUMicron Technology, Inc.1.63%2.29%0.66%
TSLATesla Inc1.56%2.08%0.52%
JPMJpmorgan Chase1.44%1.96%0.52%

72.1% of IVV is already inside SIOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVSIOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SIOO?

IVV has an expense ratio of 0.03% while SIOO charges 0.59%. IVV is the cheaper option, by $56 a year on a $10,000 investment.

What is the holdings overlap between IVV and SIOO?

At least 72.1% of IVV's money is in holdings SIOO also owns. Our book for SIOO is partial, so the real figure is this or higher. They hold 99 positions in common, counted across the 490 positions we hold weights for in IVV and 103 in SIOO.

Which pays a higher dividend, IVV or SIOO?

IVV yields 1.06% while SIOO yields 11.26%, so SIOO currently pays the higher dividend yield.

Is SIOO 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.