IVV vs NEWZ
iShares Core S&P 500 ETF vs StockSnips AI-Powered Sentiment US All Cap ETF
Which is better, IVV or NEWZ?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window. NEWZ is less concentrated, with 35.5% of the fund in its ten largest positions against 38.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | NEWZ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $896.5B | $21M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 64 |
| YTD Return | +13.59%Best | +7.30% |
| 1Y Return | +17.54%Best | +3.56% |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 11.6%Best | 12.0% |
| Max Drawdown | -18.8%Best | -19.4% |
| $10,000 over 2.5 years | $15,526Best | $11,968 |
| Top 10 Weight | 38.9% | 35.5%Best |
| Fund Family | iShares by BlackRock (US) | StockSnips |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Apr 12, 2024 |
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 12, 2024 to Oct 14, 2026 (2.5 years).
IVV vs NEWZ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
IVV vs NEWZ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is an ETF from StockSnips. Over the past year IVV returned +17.54% while NEWZ returned +3.56%. Year to date, IVV is up 13.59% versus a gain of 7.30% for NEWZ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NEWZ has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 11.6% 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 -18.8% for IVV and -19.4% for NEWZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while NEWZ 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 1.10% against 0.00% for NEWZ.
Holdings Overlap
13.0% of IVV's money is in holdings NEWZ also owns. 50.4% of NEWZ's money is in holdings IVV also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 506 positions we hold weights for in IVV and 31 in NEWZ, against full books of 508 and 64.
What only one of them owns
Our book lists 10 positions for NEWZ that do not appear in our book for IVV (30.4% of the fund), and 485 for IVV that do not appear in NEWZ (86.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in NEWZ | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 3.89% | 4.55% |
| GOOGAlphabet Inc. C | 2.41% | 3.18% | 0.77% |
| ANETArista Networks Inc Common Stock | 0.32% | 3.68% | 3.36% |
| CPAYCorpay Inc | 0.04% | 3.83% | 3.79% |
| KOCoca Cola Co. | 0.50% | 3.22% | 2.72% |
| SNDKVSandisk Corp. | 0.39% | 3.32% | 2.93% |
| MCKMckesson Corp. | 0.16% | 3.37% | 3.21% |
| CBChubb Ltd. | 0.18% | 3.27% | 3.09% |
| FIXComfort Systems USA Inc. | 0.09% | 3.33% | 3.24% |
| GWWWw Grainger Inc. | 0.08% | 3.33% | 3.25% |
50.4% of NEWZ is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or NEWZ?
IVV has an expense ratio of 0.03% while NEWZ charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, IVV or NEWZ?
Over the past year IVV returned +17.54% vs +3.56% for NEWZ, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NEWZ?
NEWZ has been the more volatile fund at 12.0% annualized versus 11.6% for IVV. Worst drawdown: IVV -18.8% vs NEWZ -19.4%.
Should I hold both IVV and NEWZ?
IVV and NEWZ have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and NEWZ?
50.4% of NEWZ's money is in holdings IVV also owns. 50.4% of NEWZ's is in holdings IVV also owns. They hold 15 positions in common, counted across the 506 positions we hold weights for in IVV and 31 in NEWZ.
Which pays a higher dividend, IVV or NEWZ?
IVV yields 1.10% while NEWZ yields 0.00%, so IVV currently pays the higher dividend yield.
Is NEWZ better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. NEWZ is less concentrated, with 35.5% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.