IVV vs SIXD
iShares Core S&P 500 ETF vs AllianzIM US Equity 6 Month Buffer10 Jun/Dec ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SIXD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.74% | |
| AUM | $865.2B | $388M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.43% | +8.67% | |
| 1Y Return | +22.61% | +12.92% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 6.0% | |
| Max Drawdown | -56.5% | -10.9% | |
| Fund Family | iShares by BlackRock (US) | AllianzIM | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 31, 2024 |
IVV vs SIXD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AllianzIM US Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) is a ETF from AllianzIM. Over the past year IVV returned +22.61% while SIXD returned +12.92%. Year to date, IVV is up 13.43% versus a gain of 8.67% for SIXD.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.0% for SIXD. 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 -10.9% for SIXD. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while SIXD charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for SIXD.
Frequently Asked Questions
Which is cheaper, IVV or SIXD?
IVV has an expense ratio of 0.03% while SIXD charges 0.74%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, IVV or SIXD?
Over the past year IVV returned +22.61% vs +12.92% for SIXD, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +11.00% for SIXD. Past performance does not guarantee future results.
Which is riskier, IVV or SIXD?
IVV has been the more volatile fund at 15.1% annualized versus 6.0% for SIXD. Worst drawdown: IVV -56.5% vs SIXD -10.9%.
Should I hold both IVV and SIXD?
IVV and SIXD have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, IVV or SIXD?
IVV yields 1.09% while SIXD yields 0.00%, so IVV currently pays the higher dividend yield.
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