IVV vs XAGG
iShares Core S&P 500 ETF vs Eaton Vance Income Opportunities ETF
Which is better, IVV or XAGG?
Large Cap Blend against Investment Grade Bond.
IVV has a lower expense ratio. IVV led over 1Y.
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 | XAGG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $1.5B |
| Dividend Yield | 1.06% | 5.64% |
| Holdings | 508 | 950 |
| YTD Return | +11.57%Best | +2.19% |
| 1Y Return | +17.57% | - |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Fund Family | iShares by BlackRock (US) | Eaton Vance |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Investment Grade Bond |
| Inception | May 15, 2000 | Nov 10, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs XAGG 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 XAGG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Eaton Vance Income Opportunities ETF (XAGG) is an ETF from Eaton Vance. Year to date, IVV is up 11.57% versus a gain of 2.19% for XAGG.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while XAGG charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.64% for XAGG.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 176 in XAGG, totalling 100.0% and 42.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 176 in XAGG, against full books of 508 and 950.
You are not choosing between two funds in isolation.
Whichever of IVV and XAGG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or XAGG?
IVV has an expense ratio of 0.03% while XAGG charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which pays a higher dividend, IVV or XAGG?
IVV yields 1.06% while XAGG yields 5.64%, so XAGG currently pays the higher dividend yield.
Is XAGG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.