IVV vs SQBR
iShares Core S&P 500 ETF vs FT Vest US Equity Quarterly 20 Barrier ETF
Which is better, IVV or SQBR?
IVV costs less.
IVV has a lower expense ratio.
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
| Metric | IVV | SQBR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $879.1B | $2M |
| Dividend Yield | 1.09% | 0.00% |
| Holdings | 509 | - |
| YTD Return | +11.33%Best | -0.16% |
| 1Y Return | +13.50% | - |
| 3Y Return (annualized) | +20.45% | - |
| 5Y Return (annualized) | +11.61% | - |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Oct 16, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs SQBR 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 SQBR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and FT Vest US Equity Quarterly 20 Barrier ETF (SQBR) is an ETF from First Trust Portfolios (US). Year to date, IVV is up 11.33% versus a loss of 0.16% for SQBR.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while SQBR charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for SQBR.
You are not choosing between two funds in isolation.
Whichever of IVV and SQBR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SQBR?
IVV has an expense ratio of 0.03% while SQBR charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which pays a higher dividend, IVV or SQBR?
IVV yields 1.09% while SQBR yields 0.00%, so IVV currently pays the higher dividend yield.
Is SQBR 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.