AIQ vs IVV
AIQ vs IVV
Global X Artificial Intelligence & Technology ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AIQ delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AIQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.03% | |
| AUM | $9.3B | $865.2B | |
| Dividend Yield | 0.07% | 1.09% | |
| Holdings | 92 | 508 | |
| YTD Return | +23.18% | +13.80% | |
| 1Y Return | +41.82% | +23.70% | |
| 3Y Return (annualized) | +31.19% | +21.49% | |
| 5Y Return (annualized) | +15.69% | +13.43% | |
| Volatility (annualized) | 23.6% | 15.1% | |
| Max Drawdown | -44.7% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 11, 2018 | May 15, 2000 |
AIQ vs IVV Performance
Global X Artificial Intelligence & Technology ETF (AIQ) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AIQ returned +41.82% while IVV returned +23.70%. Year to date, AIQ is up 23.18% versus a gain of 13.80% for IVV.
Over three years, AIQ compounded at +31.19% per year against +21.49% for IVV; over five years the annualized figures are +15.69% and +13.43% respectively. Across the full 8-year window we track, AIQ has the edge at +19.28% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIQ has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -44.7% for AIQ and -56.5% for IVV. 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIQ charges 0.68% per year while IVV charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, AIQ currently yields 0.07% against 1.09% for IVV.
Holdings Overlap
AIQ and IVV share 35 holdings out of 554 unique holdings combined, representing a 29.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AIQ | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 3.01% | 7.76% | 4.75% |
| AAPL | 2.99% | 7.44% | 4.45% |
| MSFT | 2.32% | 4.57% | 2.25% |
| MU | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
See all 10 holdings AIQ shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, AIQ or IVV?
AIQ has an expense ratio of 0.68% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, AIQ or IVV?
Over the past year AIQ returned +41.82% vs +23.70% for IVV, so AIQ leads on 1-year performance. Over the longest common window we track (8 years), AIQ annualized +19.28% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, AIQ or IVV?
AIQ has been the more volatile fund at 23.6% annualized versus 15.1% for IVV. Worst drawdown: AIQ -44.7% vs IVV -56.5%.
Should I hold both AIQ and IVV?
AIQ and IVV have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIQ and IVV?
AIQ and IVV share 35 common holdings with a 29.6% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, AIQ or IVV?
AIQ yields 0.07% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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