IVV vs TSLY
iShares Core S&P 500 ETF vs YieldMax TSLA Option Income Strategy 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 | TSLY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.04% | |
| AUM | $865.2B | $641M | |
| Dividend Yield | 1.09% | 83.30% | |
| Holdings | 508 | 23 | |
| YTD Return | +13.43% | -19.61% | |
| 1Y Return | +22.61% | +2.23% | |
| 3Y Return (annualized) | +21.47% | +3.34% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 46.3% | |
| Max Drawdown | -56.5% | -49.5% | |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Nov 22, 2022 |
IVV vs TSLY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and YieldMax TSLA Option Income Strategy ETF (TSLY) is a ETF from YieldMax ETF. Over the past year IVV returned +22.61% while TSLY returned +2.23%. Year to date, IVV is up 13.43% versus a loss of 19.61% for TSLY.
Over three years, IVV compounded at +21.47% per year against +3.34% for TSLY. Across the full 4-year window we track, IVV has the edge at +7.03% annualized vs +6.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TSLY has been the more volatile fund, with annualized monthly volatility of 46.3% 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 -49.5% for TSLY. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TSLY charges 1.04%. On a $10,000 position that is $3 vs $104 annually, a gap of $101 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 83.30% for TSLY.
Holdings Overlap
IVV and TSLY share 0 holdings out of 507 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 TSLY?
IVV has an expense ratio of 0.03% while TSLY charges 1.04%. IVV is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
Which performed better, IVV or TSLY?
Over the past year IVV returned +22.61% vs +2.23% for TSLY, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs +6.29% for TSLY. Past performance does not guarantee future results.
Which is riskier, IVV or TSLY?
TSLY has been the more volatile fund at 46.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSLY -49.5%.
Should I hold both IVV and TSLY?
IVV and TSLY have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TSLY?
IVV and TSLY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or TSLY?
IVV yields 1.09% while TSLY yields 83.30%, so TSLY currently pays the higher dividend yield.
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