IVV vs SIXJ
iShares Core S&P 500 ETF vs AllianzIM US Equity 6 Month Buffer10 Jan/Jul 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 | SIXJ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.74% | |
| AUM | $865.2B | $145M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +14.50% | +8.98% | |
| 1Y Return | +22.02% | +14.07% | |
| 3Y Return (annualized) | +21.80% | +14.26% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 8.6% | |
| Max Drawdown | -56.5% | -14.1% | |
| Fund Family | iShares by BlackRock (US) | AllianzIM | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 31, 2021 |
IVV vs SIXJ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AllianzIM US Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) is a ETF from AllianzIM. Over the past year IVV returned +22.02% while SIXJ returned +14.07%. Year to date, IVV is up 14.50% versus a gain of 8.98% for SIXJ.
Over three years, IVV compounded at +21.80% per year against +14.26% for SIXJ. Across the full 5-year window we track, SIXJ has the edge at +8.95% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.6% for SIXJ. 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 -14.1% for SIXJ. 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 SIXJ 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 SIXJ.
Frequently Asked Questions
Which is cheaper, IVV or SIXJ?
IVV has an expense ratio of 0.03% while SIXJ 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 SIXJ?
Over the past year IVV returned +22.02% vs +14.07% for SIXJ, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.07% vs +8.95% for SIXJ. Past performance does not guarantee future results.
Which is riskier, IVV or SIXJ?
IVV has been the more volatile fund at 15.1% annualized versus 8.6% for SIXJ. Worst drawdown: IVV -56.5% vs SIXJ -14.1%.
Should I hold both IVV and SIXJ?
IVV and SIXJ 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 SIXJ?
IVV yields 1.09% while SIXJ yields 0.00%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.