IVV vs YUMY

IVV vs YUMY

Which is better, IVV or YUMY?

Large Cap Blend against Mid Cap Growth.

IVV led over 1Y and the full window.

Higher Returns: IVV

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

MetricIVVYUMY
Expense Ratio0.03%-
AUM$896.5B$3M
Dividend Yield1.10%2.47%
Holdings50840
Volatility (annualized)17.4%Best20.0%
Max Drawdown-24.5%Best-41.1%
$10,000 over 2.9 years$13,049Best$7,070
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Growth
InceptionMay 15, 2000Nov 30, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 712 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Oct 14, 2026 and YUMY through Nov 1, 2024.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 2, 2021 to Nov 1, 2024 (2.9 years).

Risk: Volatility and Drawdowns

YUMY has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 17.4% 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 -24.5% for IVV and -41.1% for YUMY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

You are not choosing between two funds in isolation.

Whichever of IVV and YUMY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVYUMY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, IVV or YUMY?

YUMY has been the more volatile fund at 20.0% annualized versus 17.4% for IVV. Worst drawdown: IVV -24.5% vs YUMY -41.1%.

Should I hold both IVV and YUMY?

IVV and YUMY have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or YUMY?

IVV yields 1.10% while YUMY yields 2.47%, so YUMY currently pays the higher dividend yield.

Is YUMY better than IVV?

IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.