IVV vs YNOT
iShares Core S&P 500 ETF vs Horizon Digital Frontier ETF
Which is better, IVV or YNOT?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 1Y, YNOT over the full window. The two have moved almost in lockstep, correlation 0.90. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 39.1%.
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 | YNOT |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $882.6B | $207M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 105 |
| YTD Return | +14.84% | +16.20%Best |
| 1Y Return | +18.70%Best | +14.59% |
| 3Y Return (annualized) | +22.93% | - |
| 5Y Return (annualized) | +13.91% | - |
| Volatility (annualized) | 11.9%Best | 23.0% |
| Max Drawdown | -8.9%Best | -17.3% |
| $10,000 over 1.3 years | $12,708 | $13,295Best |
| Top 10 Weight | 38.1%Best | 39.1% |
| Fund Family | iShares by BlackRock (US) | Horizon Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jul 9, 2025 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jul 10, 2025 to Oct 13, 2026 (1.3 years).
IVV vs YNOT 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 1.3 years both funds cover.
IVV vs YNOT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Horizon Digital Frontier ETF (YNOT) is an ETF from Horizon Funds. Over the past year IVV returned +18.70% while YNOT returned +14.59%. Year to date, IVV is up 14.84% versus a gain of 16.20% for YNOT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YNOT has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 11.9% 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 -8.9% for IVV and -17.3% for YNOT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. 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 1.06% against 0.00% for YNOT.
Holdings Overlap
33.3% of IVV's money is in holdings YNOT also owns. 65.9% of YNOT's money is in holdings IVV also owns.
The two portfolios partly overlap.
59 positions in common, counted across the 505 positions we hold weights for in IVV and 106 in YNOT, against full books of 508 and 105.
What only one of them owns
Our book lists 30 positions for YNOT that do not appear in our book for IVV (25.6% of the fund), and 438 for IVV that do not appear in YNOT (66.0%).
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 YNOT | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.00% | 6.27% | 1.73% |
| AMZNAmazon.Com Inc | 3.80% | 2.66% | 1.14% |
| GOOGAlphabet Inc. C | 2.40% | 3.56% | 1.16% |
| TSLATesla Inc | 1.56% | 4.05% | 2.49% |
| AMDAdvanced Micro Devices Inc | 1.27% | 3.72% | 2.45% |
| AVGOBroadcom Inc | 2.59% | 1.77% | 0.82% |
| SNDKSandisk Corp/De | 0.37% | 2.92% | 2.55% |
| MUMicron Technology, Inc. | 1.66% | 1.08% | 0.58% |
| INTCIntel Corporation | 0.77% | 1.54% | 0.77% |
| CATCaterpillar, Inc. | 0.57% | 1.70% | 1.13% |
65.9% of YNOT 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 YNOT?
IVV has an expense ratio of 0.03% while YNOT charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, IVV or YNOT?
Over the past year IVV returned +18.70% vs +14.59% for YNOT, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +20.24% vs +24.49% for YNOT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or YNOT?
YNOT has been the more volatile fund at 23.0% annualized versus 11.9% for IVV. Worst drawdown: IVV -8.9% vs YNOT -17.3%.
Should I hold both IVV and YNOT?
IVV and YNOT have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IVV and YNOT?
65.9% of YNOT's money is in holdings IVV also owns. 65.9% of YNOT's is in holdings IVV also owns. They hold 59 positions in common, counted across the 505 positions we hold weights for in IVV and 106 in YNOT.
Which pays a higher dividend, IVV or YNOT?
IVV yields 1.06% while YNOT yields 0.00%, so IVV currently pays the higher dividend yield.
Is YNOT better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, YNOT over the full window. The two have moved almost in lockstep, correlation 0.90. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 39.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.