IVV vs YOLO

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVYOLOWinner
Expense Ratio0.03%0.51%
AUM$907.0B$34M
Dividend Yield1.10%0.00%
Holdings50820
YTD Return+14.29%-18.34%
1Y Return+21.79%-15.08%
3Y Return (annualized)+22.19%+3.47%
5Y Return (annualized)+13.28%-30.08%
Volatility (annualized)15.1%53.2%
Max Drawdown-56.5%-94.7%
Fund FamilyiShares by BlackRock (US)Advisor Shares
CategoryEquityEquity
InceptionMay 15, 2000Apr 17, 2019

IVV vs YOLO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ADVISORSHARES PURE CANNABIS ETF (YOLO) is a ETF from Advisor Shares. Over the past year IVV returned +21.79% while YOLO returned -15.08%. Year to date, IVV is up 14.29% versus a loss of 18.34% for YOLO.

Over three years, IVV compounded at +22.19% per year against +3.47% for YOLO; over five years the annualized figures are +13.28% and -30.08% respectively. Across the full 7-year window we track, IVV has the edge at +7.06% annualized vs -24.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YOLO has been the more volatile fund, with annualized monthly volatility of 53.2% 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 -94.7% for YOLO. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while YOLO charges 0.51%. On a $10,000 position that is $3 vs $51 annually, a gap of $48 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for YOLO.

Holdings Overlap

0.0%overlap

IVV and YOLO share 0 holdings out of 524 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 YOLO?

IVV has an expense ratio of 0.03% while YOLO charges 0.51%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, IVV or YOLO?

Over the past year IVV returned +21.79% vs -15.08% for YOLO, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +7.06% vs -24.26% for YOLO. Past performance does not guarantee future results.

Which is riskier, IVV or YOLO?

YOLO has been the more volatile fund at 53.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YOLO -94.7%.

Should I hold both IVV and YOLO?

IVV and YOLO have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and YOLO?

IVV and YOLO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, IVV or YOLO?

IVV yields 1.10% while YOLO yields 0.00%, so IVV currently pays the higher dividend yield.

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