IVV vs YYY
iShares Core S&P 500 ETF vs Amplify CEF High Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | YYY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 3.23% | |
| AUM | $907.0B | $752M | |
| Dividend Yield | 1.10% | 13.88% | |
| Holdings | 508 | 62 | |
| YTD Return | +12.28% | +5.96% | |
| 1Y Return | +20.94% | +9.63% | |
| 3Y Return (annualized) | +21.81% | +12.12% | |
| 5Y Return (annualized) | +13.05% | +3.22% | |
| Volatility (annualized) | 15.1% | 13.6% | |
| Max Drawdown | -56.5% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Amplify ETFs | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Jun 12, 2012 |
IVV vs YYY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Amplify CEF High Income ETF (YYY) is a ETF from Amplify ETFs. Over the past year IVV returned +20.94% while YYY returned +9.63%. Year to date, IVV is up 12.28% versus a gain of 5.96% for YYY.
Over three years, IVV compounded at +21.81% per year against +12.12% for YYY; over five years the annualized figures are +13.05% and +3.22% respectively. Across the full 14-year window we track, IVV has the edge at +6.98% annualized vs +0.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.6% for YYY. 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 -58.8% for YYY. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while YYY charges 3.23%. On a $10,000 position that is $3 vs $323 annually, a gap of $320 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 13.88% for YYY.
Holdings Overlap
IVV and YYY share 0 holdings out of 566 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 YYY?
IVV has an expense ratio of 0.03% while YYY charges 3.23%. IVV is the cheaper option. On a $10,000 investment, that is $320 per year of difference.
Which performed better, IVV or YYY?
Over the past year IVV returned +20.94% vs +9.63% for YYY, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +6.98% vs +0.36% for YYY. Past performance does not guarantee future results.
Which is riskier, IVV or YYY?
IVV has been the more volatile fund at 15.1% annualized versus 13.6% for YYY. Worst drawdown: IVV -56.5% vs YYY -58.8%.
Should I hold both IVV and YYY?
IVV and YYY have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and YYY?
IVV and YYY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, IVV or YYY?
IVV yields 1.10% while YYY yields 13.88%, so YYY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.