IVV vs YYYM

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVYYYMWinner
Expense Ratio0.03%2.78%
AUM$865.2B$2M
Dividend Yield1.09%2.34%
Holdings50831
YTD Return+13.72%+0.70%
1Y Return+21.64%-
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-5.2%
Fund FamilyiShares by BlackRock (US)Amplify ETFs
CategoryEquityFixed Income
InceptionMay 15, 2000Mar 10, 2026

IVV vs YYYM Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Amplify Municipal CEF High Income ETF (YYYM) is a ETF from Amplify ETFs. Year to date, IVV is up 13.72% versus a gain of 0.70% for YYYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -5.2% for YYYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while YYYM charges 2.78%. On a $10,000 position that is $3 vs $278 annually, a gap of $275 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.34% for YYYM.

Holdings Overlap

0.0%overlap

IVV and YYYM share 0 holdings out of 536 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 YYYM?

IVV has an expense ratio of 0.03% while YYYM charges 2.78%. IVV is the cheaper option. On a $10,000 investment, that is $275 per year of difference.

What is the holdings overlap between IVV and YYYM?

IVV and YYYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, IVV or YYYM?

IVV yields 1.09% while YYYM yields 2.34%, so YYYM currently pays the higher dividend yield.

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