IVV vs YNOT
IVV vs YNOT
iShares Core S&P 500 ETF vs Horizon Digital Frontier ETF
Quick Verdict
IVV has a lower expense ratio. YNOT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | YNOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $865.2B | $130M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 105 | |
| YTD Return | +13.52% | +15.41% | |
| 1Y Return | +23.63% | +25.81% | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +13.52% | - | |
| Volatility (annualized) | 15.1% | 24.9% | |
| Max Drawdown | -56.5% | -17.3% | |
| Fund Family | iShares by BlackRock (US) | Horizon Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 9, 2025 |
IVV vs YNOT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Horizon Digital Frontier ETF (YNOT) is a ETF from Horizon Funds. Over the past year IVV returned +23.63% while YNOT returned +25.81%. Year to date, IVV is up 13.52% versus a gain of 15.41% for YNOT.
Risk: Volatility and Drawdowns
YNOT has been the more volatile fund, with annualized monthly volatility of 24.9% 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 -56.5% for IVV and -17.3% for YNOT. 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 0.92. 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 YNOT charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for YNOT.
Holdings Overlap
IVV and YNOT share 49 holdings out of 558 unique holdings combined, representing a 34.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in YNOT | Difference |
|---|---|---|---|
| NVDA | 7.76% | 8.15% | 0.39% |
| MSFT | 4.57% | 5.51% | 0.94% |
| GOOG | 2.53% | 6.93% | 4.40% |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| PLTR | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
See all 10 holdings IVV shares with YNOT 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 YNOT?
IVV has an expense ratio of 0.03% while YNOT charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or YNOT?
Over the past year IVV returned +23.63% vs +25.81% for YNOT, so YNOT leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +28.66% for YNOT. Past performance does not guarantee future results.
Which is riskier, IVV or YNOT?
YNOT has been the more volatile fund at 24.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YNOT -17.3%.
Should I hold both IVV and YNOT?
IVV and YNOT have a monthly-return correlation of 0.92, 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 YNOT?
IVV and YNOT share 49 common holdings with a 34.5% weight overlap. Combined, they hold 558 unique securities.
Which pays a higher dividend, IVV or YNOT?
IVV yields 1.09% while YNOT yields 0.00%, so IVV currently pays the higher dividend yield.
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