IVV vs YSPY

IVV vs YSPY

Which is better, IVV or YSPY?

Large Cap Blend against Multi Alternative.

IVV has a lower expense ratio. IVV led over 1Y, YSPY over the full window.

Lower Fees: IVVHigher Returns: split

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

MetricIVVYSPY
Expense Ratio0.03%Best1.15%
AUM$876.4B$9M
Dividend Yield1.06%46.30%
Holdings5085
YTD Return+12.39%Best+6.95%
1Y Return+16.61%Best+10.00%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)13.1%Best17.9%
Max Drawdown-16.2%-15.1%Best
$10,000 over 1.6 years$13,174$13,380Best
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionMay 15, 2000Feb 26, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 26, 2025 to Sep 18, 2026 (1.6 years).

IVV vs YSPY 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 covers the 1.6 years both funds cover.

IVV vs YSPY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST SPY ETF (YSPY) is an ETF from GraniteShares. Over the past year IVV returned +16.61% while YSPY returned +10.00%. Year to date, IVV is up 12.39% versus a gain of 6.95% for YSPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YSPY has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 13.1% 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 -16.2% for IVV and -15.1% for YSPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while YSPY charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 46.30% for YSPY.

You are not choosing between two funds in isolation.

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

IVVYSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or YSPY?

IVV has an expense ratio of 0.03% while YSPY charges 1.15%. IVV is the cheaper option, by $112 a year on a $10,000 investment.

Which performed better, IVV or YSPY?

Over the past year IVV returned +16.61% vs +10.00% for YSPY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.80% vs +19.96% for YSPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or YSPY?

YSPY has been the more volatile fund at 17.9% annualized versus 13.1% for IVV. Worst drawdown: IVV -16.2% vs YSPY -15.1%.

Should I hold both IVV and YSPY?

IVV and YSPY have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or YSPY?

IVV yields 1.06% while YSPY yields 46.30%, so YSPY currently pays the higher dividend yield.

Is YSPY better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, YSPY over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.