IVV vs YBST

IVV vs YBST

Which is better, IVV or YBST?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.9%.

Lower Fees: IVVLess Concentrated: 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

MetricIVVYBST
Expense Ratio0.03%Best1.38%
AUM$876.4B$1M
Dividend Yield1.06%61.52%
Holdings50844
YTD Return+12.39%Best-21.95%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Top 10 Weight37.8%Best47.9%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Dec 16, 2025

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

IVV vs YBST 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 YBST Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares YieldBoost Single Stock Universe ETF (YBST) is an ETF from GraniteShares. Year to date, IVV is up 12.39% versus a loss of 21.95% for YBST.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while YBST charges 1.38%. On a $10,000 position that is $3 vs $138 annually, a gap of $135 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 61.52% for YBST.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 21 in YBST, totalling 99.3% and 99.9% 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 21 in YBST, against full books of 508 and 44.

What only one of them owns

Our book lists 21 positions for YBST that do not appear in our book for IVV (99.9% of the fund), and 482 for IVV that do not appear in YBST (98.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

IVVYBST

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or YBST?

IVV has an expense ratio of 0.03% while YBST charges 1.38%. IVV is the cheaper option, by $135 a year on a $10,000 investment.

Which pays a higher dividend, IVV or YBST?

IVV yields 1.06% while YBST yields 61.52%, so YBST currently pays the higher dividend yield.

Is YBST better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.