IVV vs SOLZ

Quick Verdict

SOLZ has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: SOLZHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSOLZWinner
Expense Ratio0.03%0.00%
AUM$865.2B$90M
Dividend Yield1.09%3.66%
Holdings5082
YTD Return+13.80%-42.55%
1Y Return+23.01%-59.64%
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%44.1%
Max Drawdown-56.5%-75.7%
Fund FamilyiShares by BlackRock (US)Volatility Shares, LLC
CategoryEquityAlternative
InceptionMay 15, 2000Mar 20, 2025

IVV vs SOLZ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Solana ETF (SOLZ) is a ETF from Volatility Shares, LLC. Over the past year IVV returned +23.01% while SOLZ returned -59.64%. Year to date, IVV is up 13.80% versus a loss of 42.55% for SOLZ.

Risk: Volatility and Drawdowns

SOLZ has been the more volatile fund, with annualized monthly volatility of 44.1% 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 -75.7% for SOLZ. 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while SOLZ charges 0.00%. On a $10,000 position that is $3 vs $0 annually, a gap of $3 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.66% for SOLZ.

Frequently Asked Questions

Which is cheaper, IVV or SOLZ?

IVV has an expense ratio of 0.03% while SOLZ charges 0.00%. SOLZ is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, IVV or SOLZ?

Over the past year IVV returned +23.01% vs -59.64% for SOLZ, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs -36.58% for SOLZ. Past performance does not guarantee future results.

Which is riskier, IVV or SOLZ?

SOLZ has been the more volatile fund at 44.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SOLZ -75.7%.

Should I hold both IVV and SOLZ?

IVV and SOLZ have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or SOLZ?

IVV yields 1.09% while SOLZ yields 3.66%, so SOLZ currently pays the higher dividend yield.

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