IVV vs XQQI

IVV vs XQQI

Which is better, IVV or XQQI?

Large Cap Blend against Multi Alternative.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.0%.

Lower Fees: IVVLess Concentrated: IVV

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

MetricIVVXQQI
Expense Ratio0.03%Best0.98%
AUM$876.4B$315M
Dividend Yield1.06%11.96%
Holdings508108
YTD Return+11.03%Best+10.99%
1Y Return+15.62%-
3Y Return (annualized)+20.81%-
5Y Return (annualized)+12.61%-
Top 10 Weight37.8%Best47.0%
Fund FamilyiShares by BlackRock (US)NEOS
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionMay 15, 2000Feb 2, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs XQQI 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 XQQI Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and NEOS Boosted Nasdaq-100 High Income ETF (XQQI) is an ETF from NEOS. Year to date, IVV is up 11.03% versus a gain of 10.99% for XQQI.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while XQQI charges 0.98%. On a $10,000 position that is $3 vs $98 annually, a gap of $95 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 11.96% for XQQI.

Holdings Overlap

IVV already in XQQI54.0%
XQQI already in IVV95.7%

54.0% of IVV's money is in holdings XQQI also owns. 95.7% of XQQI's money is in holdings IVV also owns.

Most of XQQI is already inside IVV. Owning both mostly buys the same companies twice.

87 positions in common, counted across the 490 positions we hold weights for in IVV and 102 in XQQI, against full books of 508 and 108.

What only one of them owns

Our book lists 9 positions for XQQI that do not appear in our book for IVV (2.6% of the fund), and 395 for IVV that do not appear in XQQI (44.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in XQQIDifference
NVDANvidia Corp8.07%8.53%0.46%
AAPLApple, Inc7.02%7.49%0.47%
MSFTMicrosoft Corp5.69%6.04%0.35%
AMZNAmazon.Com Inc3.84%4.57%0.73%
MUMicron Technology, Inc.1.63%4.89%3.26%
GOOGLAlphabet Inc,class A3.00%3.23%0.23%
AVGOBroadcom Inc2.65%2.82%0.17%
GOOGAlphabet Inc2.39%2.99%0.60%
METAMeta Platforms Inc1.90%2.78%0.88%
TSLATesla Inc1.56%3.00%1.44%

95.7% of XQQI is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVXQQI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or XQQI?

IVV has an expense ratio of 0.03% while XQQI charges 0.98%. IVV is the cheaper option, by $95 a year on a $10,000 investment.

What is the holdings overlap between IVV and XQQI?

95.7% of XQQI's money is in holdings IVV also owns. 95.7% of XQQI's is in holdings IVV also owns. They hold 87 positions in common, counted across the 490 positions we hold weights for in IVV and 102 in XQQI.

Which pays a higher dividend, IVV or XQQI?

IVV yields 1.06% while XQQI yields 11.96%, so XQQI currently pays the higher dividend yield.

Is XQQI better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.