IVV vs UXJL
iShares Core S&P 500 ETF vs FT Vest US Equity Uncapped Accelerator ETF - July
Quick Verdict
IVV has a lower expense ratio. UXJL delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UXJL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $6M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 10 | |
| YTD Return | +12.71% | +13.02% | |
| 1Y Return | +21.89% | +22.13% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 14.8% | |
| Max Drawdown | -56.5% | -10.3% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jul 18, 2025 |
IVV vs UXJL Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and FT Vest US Equity Uncapped Accelerator ETF - July (UXJL) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +21.89% while UXJL returned +22.13%. Year to date, IVV is up 12.71% versus a gain of 13.02% for UXJL.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.8% for UXJL. 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 -10.3% for UXJL. 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 1.00. 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 UXJL charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for UXJL.
Holdings Overlap
IVV and UXJL 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 UXJL?
IVV has an expense ratio of 0.03% while UXJL charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or UXJL?
Over the past year IVV returned +21.89% vs +22.13% for UXJL, so UXJL leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs +21.50% for UXJL. Past performance does not guarantee future results.
Which is riskier, IVV or UXJL?
IVV has been the more volatile fund at 15.1% annualized versus 14.8% for UXJL. Worst drawdown: IVV -56.5% vs UXJL -10.3%.
Should I hold both IVV and UXJL?
IVV and UXJL have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and UXJL?
IVV and UXJL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or UXJL?
IVV yields 1.10% while UXJL yields 0.00%, so IVV currently pays the higher dividend yield.
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