IVV vs QTOP
iShares Core S&P 500 ETF vs iShares Nasdaq Top 30 Stocks ETF
Which is better, IVV or QTOP?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. QTOP led over 1Y and the full window. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 59.3%.
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 | QTOP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.20% |
| AUM | $896.5B | $362M |
| Dividend Yield | 1.10% | 0.32% |
| Holdings | 508 | 35 |
| YTD Return | +13.59% | +20.85%Best |
| 1Y Return | +17.54% | +24.48%Best |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 12.5%Best | 20.2% |
| Max Drawdown | -18.8%Best | -23.1% |
| $10,000 over 2 years | $13,673 | $15,750Best |
| Top 10 Weight | 38.9%Best | 59.3% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Oct 24, 2024 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 24, 2024 to Oct 14, 2026 (2 years).
IVV vs QTOP 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 years both funds cover.
IVV vs QTOP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares Nasdaq Top 30 Stocks ETF (QTOP) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.54% while QTOP returned +24.48%. Year to date, IVV is up 13.59% versus a gain of 20.85% for QTOP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QTOP has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 12.5% 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 -23.1% for QTOP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 QTOP charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.32% for QTOP.
Holdings Overlap
49.2% of IVV's money is in holdings QTOP also owns. 95.3% of QTOP's money is in holdings IVV also owns.
Most of QTOP is already inside IVV. Owning both mostly buys the same companies twice.
30 positions in common, counted across the 506 positions we hold weights for in IVV and 32 in QTOP, against full books of 508 and 35.
What only one of them owns
Our book lists 1 positions for QTOP that do not appear in our book for IVV (3.5% of the fund), and 470 for IVV that do not appear in QTOP (50.3%).
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 QTOP | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 10.82% | 2.38% |
| AAPLApple, Inc | 7.29% | 9.38% | 2.09% |
| MSFTMicrosoft Corp | 5.76% | 7.41% | 1.65% |
| MUMicron Technology, Inc. | 1.87% | 6.65% | 4.78% |
| AMZNAmazon.Com Inc | 3.68% | 4.06% | 0.38% |
| AMDAdvanced Micro Devices Inc | 1.52% | 5.53% | 4.01% |
| GOOGLAlphabet Inc | 3.00% | 3.86% | 0.86% |
| METAMeta Platforms Inc | 2.42% | 4.30% | 1.88% |
| GOOGAlphabet Inc. C | 2.41% | 3.60% | 1.19% |
| AVGOBroadcom Inc | 2.47% | 3.26% | 0.79% |
95.3% of QTOP 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 QTOP?
IVV has an expense ratio of 0.03% while QTOP charges 0.20%. IVV is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, IVV or QTOP?
Over the past year IVV returned +17.54% vs +24.48% for QTOP, so QTOP leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.93% vs +25.50% for QTOP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QTOP?
QTOP has been the more volatile fund at 20.2% annualized versus 12.5% for IVV. Worst drawdown: IVV -18.8% vs QTOP -23.1%.
Should I hold both IVV and QTOP?
IVV and QTOP have a monthly-return correlation of 0.85, 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 QTOP?
95.3% of QTOP's money is in holdings IVV also owns. 95.3% of QTOP's is in holdings IVV also owns. They hold 30 positions in common, counted across the 506 positions we hold weights for in IVV and 32 in QTOP.
Which pays a higher dividend, IVV or QTOP?
IVV yields 1.10% while QTOP yields 0.32%, so IVV currently pays the higher dividend yield.
Is QTOP better than IVV?
IVV has a lower expense ratio. QTOP led over 1Y and the full window. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.