IVV vs YBMN

IVV vs YBMN

Which is better, IVV or YBMN?

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

MetricIVVYBMN
Expense Ratio0.03%Best0.85%
AUM$876.4B$3M
Dividend Yield1.06%55.77%
Holdings50812
Fund FamilyiShares by BlackRock (US)Defiance ETFs, LLC
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Nov 24, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 34 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 23, 2026 and YBMN through Aug 20, 2026.

Fees and Cost Over Time

IVV charges 0.03% per year while YBMN 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 55.77% for YBMN.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in YBMN, totalling 99.3% and 8.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in YBMN, against full books of 508 and 12.

You are not choosing between two funds in isolation.

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

IVVYBMN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or YBMN?

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

Which pays a higher dividend, IVV or YBMN?

IVV yields 1.06% while YBMN yields 55.77%, so YBMN currently pays the higher dividend yield.

Is YBMN 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.