IVV vs TQQY

IVV vs TQQY

Which is better, IVV or TQQY?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVTQQY
Expense Ratio0.03%Best1.15%
AUM$876.4B$6M
Dividend Yield1.06%57.23%
Holdings5086
YTD Return+11.51%Best+5.72%
1Y Return+15.96%Best+0.79%
3Y Return (annualized)+21.01%-
5Y Return (annualized)+12.66%-
Volatility (annualized)13.2%Best22.1%
Max Drawdown-16.2%Best-21.8%
$10,000 over 1.5 years$12,867Best$11,350
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Feb 26, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Feb 26, 2025 to Sep 15, 2026 (1.5 years).

IVV vs TQQY 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 1.5 years both funds cover.

IVV vs TQQY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST QQQ ETF (TQQY) is an ETF from GraniteShares. Over the past year IVV returned +15.96% while TQQY returned +0.79%. Year to date, IVV is up 11.51% versus a gain of 5.72% for TQQY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TQQY has been the more volatile fund, with annualized monthly volatility of 22.1% compared with 13.2% 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 -16.2% for IVV and -21.8% for TQQY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TQQY charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 57.23% for TQQY.

You are not choosing between two funds in isolation.

Whichever of IVV and TQQY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVTQQY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TQQY?

IVV has an expense ratio of 0.03% while TQQY charges 1.15%. IVV is the cheaper option, by $112 a year on a $10,000 investment.

Which performed better, IVV or TQQY?

Over the past year IVV returned +15.96% vs +0.79% for TQQY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.30% vs +8.81% for TQQY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TQQY?

TQQY has been the more volatile fund at 22.1% annualized versus 13.2% for IVV. Worst drawdown: IVV -16.2% vs TQQY -21.8%.

Should I hold both IVV and TQQY?

IVV and TQQY have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or TQQY?

IVV yields 1.06% while TQQY yields 57.23%, so TQQY currently pays the higher dividend yield.

Is TQQY better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.