IVV vs SIOO

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSIOOWinner
Expense Ratio0.03%0.59%
AUM$865.2B$17M
Dividend Yield1.09%8.82%
Holdings508114
YTD Return+13.13%+9.26%
1Y Return+22.90%-
3Y Return (annualized)+21.08%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-6.9%
Fund FamilyiShares by BlackRock (US)VistaShares
CategoryEquityAlternative
InceptionMay 15, 2000Dec 11, 2025

IVV vs SIOO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VistaShares Target 15 S&P 100 Distribution ETF (SIOO) is a ETF from VistaShares. Year to date, IVV is up 13.13% versus a gain of 9.26% for SIOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -6.9% for SIOO. 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 SIOO charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.82% for SIOO.

Holdings Overlap

71.3%overlap

IVV and SIOO share 98 holdings out of 509 unique holdings combined, representing a 71.3% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IVVWeight in SIOODifference
NVDA7.76%10.08%2.32%
AAPL7.44%7.98%0.54%
MSFT4.57%4.75%0.18%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
MUProProPro
See all 10 holdings IVV shares with SIOO
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 SIOO?

IVV has an expense ratio of 0.03% while SIOO charges 0.59%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

What is the holdings overlap between IVV and SIOO?

IVV and SIOO share 98 common holdings with a 71.3% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IVV or SIOO?

IVV yields 1.09% while SIOO yields 8.82%, so SIOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →