IVV vs XOMO
iShares Core S&P 500 ETF vs YieldMax XOM Option Income Strategy ETF
Which is better, IVV or XOMO?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 3Y and the full window, XOMO 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 | XOMO |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.17% |
| AUM | $876.4B | $44M |
| Dividend Yield | 1.06% | 37.71% |
| Holdings | 508 | 12 |
| YTD Return | +11.57% | +20.57%Best |
| 1Y Return | +17.57% | +28.33%Best |
| 3Y Return (annualized) | +20.71%Best | +7.59% |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.9%Best | 17.2% |
| Max Drawdown | -18.8%Best | -18.9% |
| $10,000 over 3 years | $17,423Best | $12,643 |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Aug 30, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 31, 2023 to Sep 10, 2026 (3 years).
IVV vs XOMO 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 3 years both funds cover.
IVV vs XOMO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax XOM Option Income Strategy ETF (XOMO) is an ETF from YieldMax ETF. Over the past year IVV returned +17.57% while XOMO returned +28.33%. Year to date, IVV is up 11.57% versus a gain of 20.57% for XOMO.
Over three years, IVV compounded at +20.71% per year against +7.59% for XOMO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOMO has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 12.9% for IVV. 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 -18.9% for XOMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.16. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while XOMO charges 1.17%. On a $10,000 position that is $3 vs $117 annually, a gap of $114 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 37.71% for XOMO.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 2 in XOMO, totalling 100.0% and 12.5% 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 2 in XOMO, against full books of 508 and 12.
You are not choosing between two funds in isolation.
Whichever of IVV and XOMO 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 XOMO?
IVV has an expense ratio of 0.03% while XOMO charges 1.17%. IVV is the cheaper option, by $114 a year on a $10,000 investment.
Which performed better, IVV or XOMO?
Over the past year IVV returned +17.57% vs +28.33% for XOMO, so XOMO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or XOMO?
XOMO has been the more volatile fund at 17.2% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs XOMO -18.9%.
Should I hold both IVV and XOMO?
IVV and XOMO have a monthly-return correlation of -0.16, 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 XOMO?
IVV yields 1.06% while XOMO yields 37.71%, so XOMO currently pays the higher dividend yield.
Is XOMO better than IVV?
IVV has a lower expense ratio. IVV led over 3Y and the full window, XOMO over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.