IVV vs XXV
iShares Core S&P 500 ETF vs Simplify Ancorato Target 25 Distribution ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XXV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $53M | |
| Dividend Yield | 1.10% | 18.20% | |
| Holdings | 508 | 50 | |
| YTD Return | +14.29% | +9.87% | |
| 1Y Return | +21.79% | - | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -8.9% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Nov 17, 2025 |
IVV vs XXV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Ancorato Target 25 Distribution ETF (XXV) is a ETF from Simplify Exchange Traded Funds. Year to date, IVV is up 14.29% versus a gain of 9.87% for XXV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.9% for XXV. 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 XXV 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 1.10% against 18.20% for XXV.
Holdings Overlap
IVV and XXV 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 XXV?
IVV has an expense ratio of 0.03% while XXV charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
What is the holdings overlap between IVV and XXV?
IVV and XXV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or XXV?
IVV yields 1.10% while XXV yields 18.20%, so XXV currently pays the higher dividend yield.
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