IVV vs YBST

IVV vs YBST
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVYBSTWinner
Expense Ratio0.03%1.38%
AUM$907.0B$1M
Dividend Yield1.10%55.43%
Holdings50822
YTD Return+12.28%-22.65%
1Y Return+20.94%-
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-26.6%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Dec 16, 2025

IVV vs YBST Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares YieldBoost Single Stock Universe ETF (YBST) is a ETF from GraniteShares. Year to date, IVV is up 12.28% versus a loss of 22.65% for YBST.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -26.6% for YBST. 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 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 1.10% against 55.43% for YBST.

Holdings Overlap

0.0%overlap

IVV and YBST share 0 holdings out of 526 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 YBST?

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

What is the holdings overlap between IVV and YBST?

IVV and YBST share 0 common holdings with a 0.0% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, IVV or YBST?

IVV yields 1.10% while YBST yields 55.43%, so YBST currently pays the higher dividend yield.

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