IVV vs QDVO
IVV vs QDVO
iShares Core S&P 500 ETF vs Amplify CWP Growth & Income 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 | IVV | QDVO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.56% | |
| AUM | $865.2B | $719M | |
| Dividend Yield | 1.09% | 11.37% | |
| Holdings | 508 | 57 | |
| YTD Return | +13.80% | +10.23% | |
| 1Y Return | +23.70% | +18.02% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 13.9% | |
| Max Drawdown | -56.5% | -18.6% | |
| Fund Family | iShares by BlackRock (US) | Amplify ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 22, 2024 |
IVV vs QDVO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Amplify CWP Growth & Income ETF (QDVO) is a ETF from Amplify ETFs. Over the past year IVV returned +23.70% while QDVO returned +18.02%. Year to date, IVV is up 13.80% versus a gain of 10.23% for QDVO.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.9% 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 -56.5% for IVV and -18.6% for QDVO. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while QDVO charges 0.56%. On a $10,000 position that is $3 vs $56 annually, a gap of $53 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 11.37% for QDVO.
Holdings Overlap
IVV and QDVO share 35 holdings out of 510 unique holdings combined, representing a 48.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in QDVO | Difference |
|---|---|---|---|
| NVDA | 7.76% | 10.01% | 2.25% |
| AAPL | 7.44% | 8.74% | 1.30% |
| GOOGL | 3.15% | 7.84% | 4.69% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
See all 10 holdings IVV shares with QDVO 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, IVV or QDVO?
IVV has an expense ratio of 0.03% while QDVO charges 0.56%. IVV is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, IVV or QDVO?
Over the past year IVV returned +23.70% vs +18.02% for QDVO, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs +21.66% for QDVO. Past performance does not guarantee future results.
Which is riskier, IVV or QDVO?
IVV has been the more volatile fund at 15.1% annualized versus 13.9% for QDVO. Worst drawdown: IVV -56.5% vs QDVO -18.6%.
Should I hold both IVV and QDVO?
IVV and QDVO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and QDVO?
IVV and QDVO share 35 common holdings with a 48.3% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or QDVO?
IVV yields 1.09% while QDVO yields 11.37%, so QDVO currently pays the higher dividend yield.
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