IVV vs ZIPP

IVV vs ZIPP
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVZIPPWinner
Expense Ratio0.03%1.29%
AUM$907.0B$760,824.19
Dividend Yield1.10%0.00%
Holdings5084
YTD Return+14.29%+64.99%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-35.4%
Fund FamilyiShares by BlackRock (US)Quantify Funds
CategoryEquityAlternative
InceptionMay 15, 2000Mar 5, 2025

IVV vs ZIPP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and STKd 100% UBER & 100% TSLA ETF (ZIPP) is a ETF from Quantify Funds. Year to date, IVV is up 14.29% versus a gain of 64.99% for ZIPP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -35.4% for ZIPP. 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 ZIPP charges 1.29%. On a $10,000 position that is $3 vs $129 annually, a gap of $126 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for ZIPP.

Holdings Overlap

0.0%overlap

IVV and ZIPP share 0 holdings out of 506 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 ZIPP?

IVV has an expense ratio of 0.03% while ZIPP charges 1.29%. IVV is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

What is the holdings overlap between IVV and ZIPP?

IVV and ZIPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or ZIPP?

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

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