IVV vs STOX
iShares Core S&P 500 ETF vs Horizon Core Equity ETF
Which is better, IVV or STOX?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 1Y, STOX over the full window. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.6%.
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 | STOX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.70% |
| AUM | $876.4B | $225M |
| Dividend Yield | 1.06% | 0.17% |
| Holdings | 508 | 172 |
| YTD Return | +12.39% | +12.58%Best |
| 1Y Return | +16.61%Best | +16.39% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.0% | 11.7%Best |
| Max Drawdown | -8.9%Best | -9.3% |
| $10,000 over 1.2 years | $12,558 | $12,580Best |
| Top 10 Weight | 37.8%Best | 41.6% |
| Fund Family | iShares by BlackRock (US) | Horizon Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jun 25, 2025 |
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 18, 2026 (1.2 years).
IVV vs STOX 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 covers the 1.2 years both funds cover.
IVV vs STOX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Horizon Core Equity ETF (STOX) is an ETF from Horizon Funds. Over the past year IVV returned +16.61% while STOX returned +16.39%. Year to date, IVV is up 12.39% versus a gain of 12.58% for STOX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 11.7% 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 -8.9% for IVV and -9.3% for STOX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.06% against 0.17% for STOX.
Holdings Overlap
77.6% of IVV's money is in holdings STOX also owns. 91.9% of STOX's money is in holdings IVV also owns.
Most of STOX is already inside IVV. Owning both mostly buys the same companies twice.
160 positions in common, counted across the 490 positions we hold weights for in IVV and 166 in STOX, against full books of 508 and 172.
What only one of them owns
Measured across the 490 and 166 positions we hold weights for.
IVV holds 322 positions STOX does not, 21.1% of the fund.
Largest: GOOG 2.39%, BAC 0.61%, PANW 0.47%, CRWD 0.35%, MRVL 0.28%
Top Shared Holdings
| Stock | Weight in IVV | Weight in STOX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 6.80% | 1.27% |
| AAPLApple, Inc | 7.02% | 6.51% | 0.51% |
| MSFTMicrosoft Corp | 5.69% | 5.22% | 0.47% |
| GOOGLAlphabet Inc,class A | 3.00% | 5.23% | 2.23% |
| AMZNAmazon.Com Inc | 3.84% | 1.88% | 1.96% |
| AVGOBroadcom Inc | 2.65% | 2.76% | 0.11% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.39% | 2.54% | 1.15% |
| MUMicron Technology, Inc. | 1.63% | 2.27% | 0.64% |
| METAMeta Platforms Inc | 1.90% | 1.67% | 0.23% |
| LLYEli Lilly & Co. | 1.38% | 2.00% | 0.62% |
91.9% of STOX is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $67 a year on a $10,000 investment.
Which performed better, IVV or STOX?
Over the past year IVV returned +16.61% vs +16.39% for STOX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +20.90% vs +21.08% for STOX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or STOX?
IVV has been the more volatile fund at 12.0% annualized versus 11.7% for STOX. Worst drawdown: IVV -8.9% 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. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IVV and STOX?
91.9% of STOX's money is in holdings IVV also owns. 91.9% of STOX's is in holdings IVV also owns. They hold 160 positions in common, counted across the 490 positions we hold weights for in IVV and 166 in STOX.
Which pays a higher dividend, IVV or STOX?
IVV yields 1.06% while STOX yields 0.17%, so IVV currently pays the higher dividend yield.
Is STOX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, STOX over the full window. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.