IVV vs XIDE
iShares Core S&P 500 ETF vs FT Vest US Equity Buffer & Premium Income ETF - December
Which is better, IVV or XIDE?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | XIDE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $876.4B | $23M |
| Dividend Yield | 1.06% | 6.28% |
| Holdings | 508 | 18 |
| YTD Return | +14.15%Best | +0.66% |
| 1Y Return | +17.31%Best | +1.69% |
| 3Y Return (annualized) | +23.17% | - |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 11.8% | 7.4%Best |
| Max Drawdown | -18.8% | -11.8%Best |
| $10,000 over 2.8 years | $17,088Best | $10,093 |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Dec 15, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 18, 2023 to Sep 21, 2026 (2.8 years).
IVV vs XIDE 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 covers the 2.8 years both funds cover.
IVV vs XIDE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is an ETF from First Trust Portfolios (US). Over the past year IVV returned +17.31% while XIDE returned +1.69%. Year to date, IVV is up 14.15% versus a gain of 0.66% for XIDE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 7.4% for XIDE. 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 -18.8% for IVV and -11.8% for XIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.27. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while XIDE 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 1.06% against 6.28% for XIDE.
You are not choosing between two funds in isolation.
Whichever of IVV and XIDE 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 XIDE?
IVV has an expense ratio of 0.03% while XIDE charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, IVV or XIDE?
Over the past year IVV returned +17.31% vs +1.69% for XIDE, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or XIDE?
IVV has been the more volatile fund at 11.8% annualized versus 7.4% for XIDE. Worst drawdown: IVV -18.8% vs XIDE -11.8%.
Should I hold both IVV and XIDE?
IVV and XIDE have a monthly-return correlation of 0.27, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or XIDE?
IVV yields 1.06% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.
Is XIDE better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.