IVV vs XUSP

Quick Verdict

IVV has a lower expense ratio. XUSP delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: XUSPMore Diversified: IVV

Side-by-Side Comparison

MetricIVVXUSPWinner
Expense Ratio0.03%0.79%
AUM$865.2B$51M
Dividend Yield1.09%0.00%
Holdings50814
YTD Return+13.72%+15.29%
1Y Return+21.64%+24.17%
3Y Return (annualized)+21.55%+24.16%
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%17.9%
Max Drawdown-56.5%-22.6%
Fund FamilyiShares by BlackRock (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 15, 2000Aug 10, 2022

IVV vs XUSP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator Uncapped Accelerated US Equity ETF (XUSP) is a ETF from Innovator ETFs Trust. Over the past year IVV returned +21.64% while XUSP returned +24.17%. Year to date, IVV is up 13.72% versus a gain of 15.29% for XUSP.

Over three years, IVV compounded at +21.55% per year against +24.16% for XUSP. Across the full 4-year window we track, XUSP has the edge at +19.54% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XUSP has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.1% 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 -56.5% for IVV and -22.6% for XUSP. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IVV charges 0.03% per year while XUSP charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for XUSP.

Frequently Asked Questions

Which is cheaper, IVV or XUSP?

IVV has an expense ratio of 0.03% while XUSP charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, IVV or XUSP?

Over the past year IVV returned +21.64% vs +24.17% for XUSP, so XUSP leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.04% vs +19.54% for XUSP. Past performance does not guarantee future results.

Which is riskier, IVV or XUSP?

XUSP has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XUSP -22.6%.

Should I hold both IVV and XUSP?

IVV and XUSP have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, IVV or XUSP?

IVV yields 1.09% while XUSP yields 0.00%, so IVV currently pays the higher dividend yield.

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