IVV vs YALL
iShares Core S&P 500 ETF vs Truth Social God Bless America ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | YALL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $907.0B | $91M | |
| Dividend Yield | 1.10% | 0.51% | |
| Holdings | 508 | 42 | |
| YTD Return | +12.71% | +2.76% | |
| 1Y Return | +21.89% | +5.02% | |
| 3Y Return (annualized) | +22.08% | +20.23% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 16.0% | |
| Max Drawdown | -56.5% | -19.7% | |
| Fund Family | iShares by BlackRock (US) | Truth Social Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 10, 2022 |
IVV vs YALL Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Truth Social God Bless America ETF (YALL) is a ETF from Truth Social Funds. Over the past year IVV returned +21.89% while YALL returned +5.02%. Year to date, IVV is up 12.71% versus a gain of 2.76% for YALL.
Over three years, IVV compounded at +22.08% per year against +20.23% for YALL. Across the full 4-year window we track, YALL has the edge at +24.70% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YALL has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -19.7% for YALL. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while YALL charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.51% for YALL.
Holdings Overlap
IVV and YALL share 38 holdings out of 508 unique holdings combined, representing a 16.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or YALL?
IVV has an expense ratio of 0.03% while YALL charges 0.65%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or YALL?
Over the past year IVV returned +21.89% vs +5.02% for YALL, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs +24.70% for YALL. Past performance does not guarantee future results.
Which is riskier, IVV or YALL?
YALL has been the more volatile fund at 16.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YALL -19.7%.
Should I hold both IVV and YALL?
IVV and YALL have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and YALL?
IVV and YALL share 38 common holdings with a 16.2% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or YALL?
IVV yields 1.10% while YALL yields 0.51%, so IVV currently pays the higher dividend yield.
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