IVV vs VAIE

IVV vs VAIE
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVAIEWinner
Expense Ratio0.03%0.74%
AUM$907.0B$35M
Dividend Yield1.10%3.48%
Holdings5081
YTD Return+12.28%+2.28%
1Y Return+20.94%-
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-4.8%
Fund FamilyiShares by BlackRock (US)VegaShares ETFs
CategoryEquityAlternative
InceptionMay 15, 2000May 12, 2026

IVV vs VAIE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VegaShares US Equity Autocallable Income ETF (VAIE) is a ETF from VegaShares ETFs. Year to date, IVV is up 12.28% versus a gain of 2.28% for VAIE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.8% for VAIE. 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 VAIE charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.48% for VAIE.

Holdings Overlap

0.0%overlap

IVV and VAIE 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 VAIE?

IVV has an expense ratio of 0.03% while VAIE charges 0.74%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between IVV and VAIE?

IVV and VAIE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or VAIE?

IVV yields 1.10% while VAIE yields 3.48%, so VAIE currently pays the higher dividend yield.

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