IVV vs SOYB

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSOYBWinner
Expense Ratio0.03%1.00%
AUM$865.2B$62M
Dividend Yield1.09%0.00%
Holdings50814
YTD Return+13.72%+15.67%
1Y Return+21.64%+14.86%
3Y Return (annualized)+21.55%-2.90%
5Y Return (annualized)+13.27%+1.90%
Volatility (annualized)15.1%16.7%
Max Drawdown-56.5%-53.8%
Fund FamilyiShares by BlackRock (US)Teucrium
CategoryEquityCommodity
InceptionMay 15, 2000Sep 19, 2011

IVV vs SOYB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Teucrium Soybean Fund ETF (SOYB) is a ETF from Teucrium. Over the past year IVV returned +21.64% while SOYB returned +14.86%. Year to date, IVV is up 13.72% versus a gain of 15.67% for SOYB.

Over three years, IVV compounded at +21.55% per year against -2.90% for SOYB; over five years the annualized figures are +13.27% and +1.90% respectively. Across the full 15-year window we track, IVV has the edge at +7.04% annualized vs +0.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SOYB has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -53.8% for SOYB. 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 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while SOYB charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for SOYB.

Holdings Overlap

0.0%overlap

IVV and SOYB share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or SOYB?

IVV has an expense ratio of 0.03% while SOYB charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, IVV or SOYB?

Over the past year IVV returned +21.64% vs +14.86% for SOYB, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +7.04% vs +0.19% for SOYB. Past performance does not guarantee future results.

Which is riskier, IVV or SOYB?

SOYB has been the more volatile fund at 16.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SOYB -53.8%.

Should I hold both IVV and SOYB?

IVV and SOYB have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SOYB?

IVV and SOYB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or SOYB?

IVV yields 1.09% while SOYB yields 0.00%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.