IVV vs YSPY

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVYSPYWinner
Expense Ratio0.03%1.15%
AUM$865.2B$11M
Dividend Yield1.09%55.95%
Holdings5085
YTD Return+13.80%+4.17%
1Y Return+23.01%+16.99%
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%18.5%
Max Drawdown-56.5%-15.1%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Feb 26, 2025

IVV vs YSPY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST SPY ETF (YSPY) is a ETF from GraniteShares. Over the past year IVV returned +23.01% while YSPY returned +16.99%. Year to date, IVV is up 13.80% versus a gain of 4.17% for YSPY.

Risk: Volatility and Drawdowns

YSPY has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -15.1% for YSPY. 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 0.82. 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 1.09% against 55.95% for YSPY.

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. On a $10,000 investment, that is $112 per year of difference.

Which performed better, IVV or YSPY?

Over the past year IVV returned +23.01% vs +16.99% for YSPY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +19.40% for YSPY. Past performance does not guarantee future results.

Which is riskier, IVV or YSPY?

YSPY has been the more volatile fund at 18.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YSPY -15.1%.

Should I hold both IVV and YSPY?

IVV and YSPY have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or YSPY?

IVV yields 1.09% while YSPY yields 55.95%, so YSPY currently pays the higher dividend yield.

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