IVW vs QDVO
iShares S&P 500 Growth ETF vs Amplify CWP Growth & Income ETF
Which is better, IVW or QDVO?
Nearly the same fund. IVW costs less.
IVW has a lower expense ratio. IVW led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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
| Metric | IVW | QDVO |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.56% |
| AUM | $71.0B | $725M |
| Dividend Yield | 0.35% | 12.07% |
| Holdings | 311 | 111 |
| YTD Return | +9.08%Best | +7.54% |
| 1Y Return | +8.69%Best | +7.11% |
| 3Y Return (annualized) | +24.44% | - |
| 5Y Return (annualized) | +11.27% | - |
| Volatility (annualized) | 17.0% | 13.6%Best |
| Max Drawdown | -22.1% | -18.6%Best |
| $10,000 over 2.2 years | $14,554Best | $14,275 |
| Fund Family | iShares by BlackRock (US) | Amplify ETFs |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 22, 2000 | Aug 22, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 22, 2024 to Nov 11, 2026 (2.2 years).
IVW vs QDVO 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 2.2 years both funds cover.
IVW vs QDVO Performance
iShares S&P 500 Growth ETF (IVW) is an ETF from iShares by BlackRock (US) and Amplify CWP Growth & Income ETF (QDVO) is an ETF from Amplify ETFs. Over the past year IVW returned +8.69% while QDVO returned +7.11%. Year to date, IVW is up 9.08% versus a gain of 7.54% for QDVO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVW has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 13.6% for QDVO. 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 -22.1% for IVW and -18.6% for QDVO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVW charges 0.18% per year while QDVO charges 0.56%. On a $10,000 position that is $18 vs $56 annually, a gap of $38 per year that compounds over a long holding period. On income, IVW currently yields 0.35% against 12.07% for QDVO.
You are not choosing between two funds in isolation.
Whichever of IVW and QDVO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVW or QDVO?
IVW has an expense ratio of 0.18% while QDVO charges 0.56%. IVW is the cheaper option, by $38 a year on a $10,000 investment.
Which performed better, IVW or QDVO?
Over the past year IVW returned +8.69% vs +7.11% for QDVO, so IVW leads on 1-year performance. Over the longest common window we track (2 years), IVW annualized +18.60% vs +17.56% for QDVO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVW or QDVO?
IVW has been the more volatile fund at 17.0% annualized versus 13.6% for QDVO. Worst drawdown: IVW -22.1% vs QDVO -18.6%.
Should I hold both IVW and QDVO?
IVW and QDVO have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVW or QDVO?
IVW yields 0.35% while QDVO yields 12.07%, so QDVO currently pays the higher dividend yield.
Is QDVO better than IVW?
IVW has a lower expense ratio. IVW led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.