IVV vs STOX
iShares Core S&P 500 ETF vs Horizon Core Equity 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 | STOX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.70% | |
| AUM | $865.2B | $160M | |
| Dividend Yield | 1.09% | 0.17% | |
| Holdings | 508 | 168 | |
| YTD Return | +13.72% | +13.58% | |
| 1Y Return | +21.64% | +21.07% | |
| 3Y Return (annualized) | +21.55% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 12.0% | |
| Max Drawdown | -56.5% | -9.3% | |
| Fund Family | iShares by BlackRock (US) | Horizon Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 25, 2025 |
IVV vs STOX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Horizon Core Equity ETF (STOX) is a ETF from Horizon Funds. Over the past year IVV returned +21.64% while STOX returned +21.07%. Year to date, IVV is up 13.72% versus a gain of 13.58% for STOX.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.0% for STOX. 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 -9.3% for STOX. 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 0.99. 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 STOX charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.17% for STOX.
Holdings Overlap
IVV and STOX share 160 holdings out of 511 unique holdings combined, representing a 67.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or STOX?
IVV has an expense ratio of 0.03% while STOX charges 0.70%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, IVV or STOX?
Over the past year IVV returned +21.64% vs +21.07% for STOX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +24.14% for STOX. Past performance does not guarantee future results.
Which is riskier, IVV or STOX?
IVV has been the more volatile fund at 15.1% annualized versus 12.0% for STOX. Worst drawdown: IVV -56.5% vs STOX -9.3%.
Should I hold both IVV and STOX?
IVV and STOX have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and STOX?
IVV and STOX share 160 common holdings with a 67.1% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or STOX?
IVV yields 1.09% while STOX yields 0.17%, so IVV currently pays the higher dividend yield.
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