IVV vs YOKE
IVV vs YOKE
iShares Core S&P 500 ETF vs Yoke Core 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 | YOKE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.30% | |
| AUM | $865.2B | $232M | |
| Dividend Yield | 1.09% | 0.72% | |
| Holdings | 508 | 52 | |
| YTD Return | +13.52% | +18.90% | |
| 1Y Return | +23.63% | +23.15% | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +13.52% | - | |
| Volatility (annualized) | 15.1% | 12.8% | |
| Max Drawdown | -56.5% | -14.3% | |
| Fund Family | iShares by BlackRock (US) | Yoke ETF | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Feb 21, 2025 |
IVV vs YOKE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Yoke Core ETF (YOKE) is a ETF from Yoke ETF. Over the past year IVV returned +23.63% while YOKE returned +23.15%. Year to date, IVV is up 13.52% versus a gain of 18.90% for YOKE.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.8% for YOKE. 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 -14.3% for YOKE. 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while YOKE charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.72% for YOKE.
Holdings Overlap
IVV and YOKE share 46 holdings out of 510 unique holdings combined, representing a 27.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in YOKE | Difference |
|---|---|---|---|
| NVDA | 7.76% | 4.37% | 3.39% |
| AAPL | 7.44% | 2.41% | 5.03% |
| GOOG | 2.53% | 5.34% | 2.81% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| EME | Pro | Pro | Pro |
| TJX | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
See all 10 holdings IVV shares with YOKE 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 YOKE?
IVV has an expense ratio of 0.03% while YOKE charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, IVV or YOKE?
Over the past year IVV returned +23.63% vs +23.15% for YOKE, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +21.54% for YOKE. Past performance does not guarantee future results.
Which is riskier, IVV or YOKE?
IVV has been the more volatile fund at 15.1% annualized versus 12.8% for YOKE. Worst drawdown: IVV -56.5% vs YOKE -14.3%.
Should I hold both IVV and YOKE?
IVV and YOKE have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and YOKE?
IVV and YOKE share 46 common holdings with a 27.7% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or YOKE?
IVV yields 1.09% while YOKE yields 0.72%, so IVV currently pays the higher dividend yield.
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