IVV vs XIJN
iShares Core S&P 500 ETF vs FT Vest US Equity Buffer & Premium Income ETF - June
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XIJN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $52M | |
| Dividend Yield | 1.10% | 6.97% | |
| Holdings | 508 | 17 | |
| YTD Return | +12.28% | -0.10% | |
| 1Y Return | +20.94% | +1.83% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 1.8% | |
| Max Drawdown | -56.5% | -4.7% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 21, 2024 |
IVV vs XIJN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and FT Vest US Equity Buffer & Premium Income ETF - June (XIJN) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +20.94% while XIJN returned +1.83%. Year to date, IVV is up 12.28% versus a loss of 0.10% for XIJN.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.8% for XIJN. 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 -4.7% for XIJN. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XIJN 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 6.97% for XIJN.
Holdings Overlap
IVV and XIJN share 0 holdings out of 510 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 XIJN?
IVV has an expense ratio of 0.03% while XIJN 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 XIJN?
Over the past year IVV returned +20.94% vs +1.83% for XIJN, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +4.92% for XIJN. Past performance does not guarantee future results.
Which is riskier, IVV or XIJN?
IVV has been the more volatile fund at 15.1% annualized versus 1.8% for XIJN. Worst drawdown: IVV -56.5% vs XIJN -4.7%.
Should I hold both IVV and XIJN?
IVV and XIJN have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XIJN?
IVV and XIJN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or XIJN?
IVV yields 1.10% while XIJN yields 6.97%, so XIJN currently pays the higher dividend yield.
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