IVV vs XXX

IVV vs XXX

Which is better, IVV or XXX?

IVV costs less.

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

MetricIVVXXX
Expense Ratio0.03%Best0.95%
AUM$876.4B$536,369.16
Dividend Yield1.06%0.09%
Holdings508454
YTD Return+12.01%Best+4.63%
1Y Return+16.48%-
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Fund FamilyiShares by BlackRock (US)Cyber Hornet ETF
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionMay 15, 2000Jan 30, 2026

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

IVV vs XXX 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 XXX Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and CYBER HORNET S&P 500 and XRP 75/25 Strategy ETF (XXX) is an ETF from Cyber Hornet ETF. Year to date, IVV is up 12.01% versus a gain of 4.63% for XXX.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while XXX charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.09% for XXX.

Holdings Overlap

IVV already in XXX96.5%

At least 96.5% of IVV's money is in holdings XXX also owns.

Stated as a floor: for XXX, our book for it covers 58.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

430 positions in common, counted across the 490 positions we hold weights for in IVV and 454 in XXX, against full books of 508 and 454.

Top Shared Holdings

StockWeight in IVVWeight in XXXDifference
NVDANvidia Corp8.07%4.78%3.29%
AAPLApple, Inc7.02%4.17%2.85%
MSFTMicrosoft Corp5.69%3.34%2.35%
AMZNAmazon.Com Inc3.84%2.28%1.56%
GOOGLAlphabet Inc,class A3.00%1.79%1.21%
AVGOBroadcom Inc2.65%1.57%1.08%
GOOGAlphabet Inc2.39%1.42%0.97%
METAMeta Platforms Inc1.90%1.09%0.81%
MUMicron Technology, Inc.1.63%0.98%0.65%
TSLATesla Inc1.56%0.92%0.64%

96.5% of IVV is already inside XXX.

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

IVVXXX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or XXX?

IVV has an expense ratio of 0.03% while XXX charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.

What is the holdings overlap between IVV and XXX?

At least 96.5% of IVV's money is in holdings XXX also owns. Our book for XXX is partial, so the real figure is this or higher. They hold 430 positions in common, counted across the 490 positions we hold weights for in IVV and 454 in XXX.

Which pays a higher dividend, IVV or XXX?

IVV yields 1.06% while XXX yields 0.09%, so IVV currently pays the higher dividend yield.

Is XXX 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.