IVV vs YBTY

IVV vs YBTY

Which is better, IVV or YBTY?

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

MetricIVVYBTY
Expense Ratio0.03%Best1.38%
AUM$876.4B$2M
Dividend Yield1.06%77.44%
Holdings50818
YTD Return+13.85%Best-26.98%
1Y Return+18.57%-
3Y Return (annualized)+23.50%-
5Y Return (annualized)+13.34%-
Top 10 Weight37.8%-
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 YBTY 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 YBTY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares YieldBoost TopYielders ETF (YBTY) is an ETF from GraniteShares. Year to date, IVV is up 13.85% versus a loss of 26.98% for YBTY.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while YBTY 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 77.44% for YBTY.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 8 in YBTY, totalling 99.3% and 100.0% 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 8 in YBTY, against full books of 508 and 18.

What only one of them owns

Our book lists 8 positions for YBTY that do not appear in our book for IVV (100.0% of the fund), and 482 for IVV that do not appear in YBTY (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 YBTY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVYBTY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or YBTY?

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

Which pays a higher dividend, IVV or YBTY?

IVV yields 1.06% while YBTY yields 77.44%, so YBTY currently pays the higher dividend yield.

Is YBTY 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.