IVV vs ZINC

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

MetricIVVZINCWinner
Expense Ratio0.03%0.55%
AUM$865.2B$8M
Dividend Yield1.09%0.00%
Holdings50851
YTD Return+13.13%+3.41%
1Y Return+22.90%-
3Y Return (annualized)+21.08%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-3.2%
Fund FamilyiShares by BlackRock (US)Zacks
CategoryEquityEquity
InceptionMay 15, 2000Jun 2, 2026

IVV vs ZINC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Zacks Income ETF (ZINC) is a ETF from Zacks. Year to date, IVV is up 13.13% versus a gain of 3.41% for ZINC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.2% for ZINC. 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 ZINC charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for ZINC.

Holdings Overlap

4.7%overlap

IVV and ZINC share 23 holdings out of 533 unique holdings combined, representing a 4.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in ZINCDifference
ES0.04%5.64%5.60%
JPM:US1.43%4.21%2.78%
MO0.19%4.74%4.55%
CVXProProPro
EIXProProPro
TROWProProPro
PNWProProPro
FITBProProPro
VLOProProPro
GISProProPro
See all 10 holdings IVV shares with ZINC
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IVV or ZINC?

IVV has an expense ratio of 0.03% while ZINC charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

What is the holdings overlap between IVV and ZINC?

IVV and ZINC share 23 common holdings with a 4.7% weight overlap. Combined, they hold 533 unique securities.

Which pays a higher dividend, IVV or ZINC?

IVV yields 1.09% while ZINC yields 0.00%, so IVV currently pays the higher dividend yield.

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