IVV vs UUPP
iShares Core S&P 500 ETF vs Principal CLO ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UUPP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.19% | |
| AUM | $907.0B | $15M | |
| Dividend Yield | 1.10% | 0.49% | |
| Holdings | 508 | 1 | |
| YTD Return | +13.22% | +0.30% | |
| 1Y Return | +21.62% | - | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -0.6% | |
| Fund Family | iShares by BlackRock (US) | Principal Funds | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | May 21, 2026 |
IVV vs UUPP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Principal CLO ETF (UUPP) is a ETF from Principal Funds. Year to date, IVV is up 13.22% versus a gain of 0.30% for UUPP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -0.6% for UUPP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while UUPP charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.49% for UUPP.
Holdings Overlap
IVV and UUPP share 0 holdings out of 506 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 UUPP?
IVV has an expense ratio of 0.03% while UUPP charges 0.19%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
What is the holdings overlap between IVV and UUPP?
IVV and UUPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or UUPP?
IVV yields 1.10% while UUPP yields 0.49%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.