IVV vs UFOD
iShares Core S&P 500 ETF vs Tuttle Capital UFO Disclosure ETF
Which is better, IVV or UFOD?
IVV costs less.
IVV has a lower expense ratio. UFOD is less concentrated, with 29.7% of the fund in its ten largest positions against 37.9%.
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 | UFOD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.99% |
| AUM | $876.4B | $3M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 61 |
| YTD Return | +11.57%Best | -5.41% |
| 1Y Return | +17.57% | - |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Top 10 Weight | 37.9% | 29.7%Best |
| Fund Family | iShares by BlackRock (US) | Tuttle Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Feb 5, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs UFOD 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 UFOD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tuttle Capital UFO Disclosure ETF (UFOD) is an ETF from Tuttle Funds. Year to date, IVV is up 11.57% versus a loss of 5.41% for UFOD.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while UFOD charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for UFOD.
Holdings Overlap
9.3% of IVV's money is in holdings UFOD also owns. 42.9% of UFOD's money is in holdings IVV also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 505 positions we hold weights for in IVV and 60 in UFOD, against full books of 508 and 61.
What only one of them owns
Our book lists 31 positions for UFOD that do not appear in our book for IVV (51.3% of the fund), and 471 for IVV that do not appear in UFOD (90.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in UFOD | Difference |
|---|---|---|---|
| PLTRPalantir Technologies Inc | 0.55% | 4.14% | 3.59% |
| AVGOBroadcom Inc | 2.98% | 1.35% | 1.63% |
| LMTLockheed Martin Corp | 0.18% | 2.94% | 2.76% |
| PWRQuanta Services, Inc. | 0.15% | 2.77% | 2.62% |
| GEVGE Vernova, LLC | 0.41% | 2.41% | 2.00% |
| TSLATesla Inc | 1.36% | 1.37% | 0.01% |
| KEYSKeysight Technologies Inc. | 0.09% | 2.60% | 2.51% |
| TDYTeledyne Technologies Inc | 0.05% | 2.39% | 2.34% |
| RTXRtx Corp. | 0.45% | 1.97% | 1.52% |
| COHRCoherent, Inc | 0.10% | 2.06% | 1.96% |
42.9% of UFOD 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 UFOD?
IVV has an expense ratio of 0.03% while UFOD charges 0.99%. IVV is the cheaper option, by $96 a year on a $10,000 investment.
What is the holdings overlap between IVV and UFOD?
42.9% of UFOD's money is in holdings IVV also owns. 42.9% of UFOD's is in holdings IVV also owns. They hold 24 positions in common, counted across the 505 positions we hold weights for in IVV and 60 in UFOD.
Which pays a higher dividend, IVV or UFOD?
IVV yields 1.06% while UFOD yields 0.00%, so IVV currently pays the higher dividend yield.
Is UFOD better than IVV?
IVV has a lower expense ratio. UFOD is less concentrated, with 29.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.