IVV vs XVTS

IVV vs XVTS

Which is better, IVV or XVTS?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVXVTS
Expense Ratio0.03%Best0.85%
AUM$876.4B$3M
Dividend Yield1.06%0.00%
Holdings5081
YTD Return+12.01%Best+2.46%
1Y Return+16.48%-
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Fund FamilyiShares by BlackRock (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Aug 18, 2026

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

IVV vs XVTS 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 XVTS Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and FT Vest TSLA & Target Income ETF (XVTS) is an ETF from First Trust Portfolios (US). Year to date, IVV is up 12.01% versus a gain of 2.46% for XVTS.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while XVTS 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 1.06% against 0.00% for XVTS.

Holdings Overlap

IVV already in XVTS1.6%

At least 1.6% of IVV's money is in holdings XVTS also owns.

Stated as a floor: for XVTS, our book for it covers 75.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and XVTS share little of their money.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in XVTS, against full books of 508 and 1.

Top Shared Holdings

StockWeight in IVVWeight in XVTSDifference
TSLATesla Inc1.56%75.77%74.21%

You are not choosing between two funds in isolation.

Whichever of IVV and XVTS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVXVTS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or XVTS?

IVV has an expense ratio of 0.03% while XVTS charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.

What is the holdings overlap between IVV and XVTS?

At least 1.6% of IVV's money is in holdings XVTS also owns. Our book for XVTS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in XVTS.

Which pays a higher dividend, IVV or XVTS?

IVV yields 1.06% while XVTS yields 0.00%, so IVV currently pays the higher dividend yield.

Is XVTS better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.