FIXP vs IVV
FIXP vs IVV
FolioBeyond Enhanced Fixed Income Premium ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FIXP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.03% | |
| AUM | $10M | $865.2B | |
| Dividend Yield | 5.67% | 1.09% | |
| Holdings | 6 | 508 | |
| YTD Return | +2.10% | +13.13% | |
| 1Y Return | +6.13% | +22.90% | |
| 3Y Return (annualized) | - | +21.08% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 2.6% | 15.1% | |
| Max Drawdown | -3.4% | -56.5% | |
| Fund Family | FolioBeyond | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 22, 2025 | May 15, 2000 |
FIXP vs IVV Performance
FolioBeyond Enhanced Fixed Income Premium ETF (FIXP) is a ETF from FolioBeyond and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FIXP returned +6.13% while IVV returned +22.90%. Year to date, FIXP is up 2.10% versus a gain of 13.13% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.6% for FIXP. 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 -3.4% for FIXP 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FIXP charges 1.01% per year while IVV charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, FIXP currently yields 5.67% against 1.09% for IVV.
Holdings Overlap
FIXP and IVV share 0 holdings out of 511 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, FIXP or IVV?
FIXP has an expense ratio of 1.01% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, FIXP or IVV?
Over the past year FIXP returned +6.13% vs +22.90% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), FIXP annualized +4.52% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, FIXP or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 2.6% for FIXP. Worst drawdown: FIXP -3.4% vs IVV -56.5%.
Should I hold both FIXP and IVV?
FIXP and IVV have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FIXP and IVV?
FIXP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, FIXP or IVV?
FIXP yields 5.67% while IVV yields 1.09%, so FIXP currently pays the higher dividend yield.
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