IVV vs XSHP

IVV vs XSHP
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVXSHPWinner
Expense Ratio0.03%0.99%
AUM$907.0B$4M
Dividend Yield1.10%5.10%
Holdings50810
YTD Return+12.71%-28.40%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-44.3%
Fund FamilyiShares by BlackRock (US)Kurv
CategoryEquityAlternative
InceptionMay 15, 2000Jun 17, 2026

IVV vs XSHP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Kurv SpaceX Enhanced Income ETF (XSHP) is a ETF from Kurv. Year to date, IVV is up 12.71% versus a loss of 28.40% for XSHP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -44.3% for XSHP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while XSHP charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.10% for XSHP.

Holdings Overlap

0.0%overlap

IVV and XSHP share 0 holdings out of 506 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 XSHP?

IVV has an expense ratio of 0.03% while XSHP charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

What is the holdings overlap between IVV and XSHP?

IVV and XSHP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or XSHP?

IVV yields 1.10% while XSHP yields 5.10%, so XSHP currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free