IVV vs EQL

Both IVV and EQL are ETFs. IVV has a higher 5-year return than EQL (13.95% vs 11.25%). IVV has a lower expense ratio than EQL (0.04% vs 0.28%). Below is the comparison between IVV and EQL.

EQL IVV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Issuer ALPS BlackRock
Net Assets $129.64M $175.29B
Expense Ratio 0.28% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.72% 2.34%
Underlying Index Bank of America Securities - Merrill Lynch Equal Sector Weight Index S&P 500
YTD Return 8.67% 14.61%
1-Year Return 11.28% 17.52%
3-Year Return 10.29% 14.00%
5-Year Return 11.25% 13.95%
10-Year Return 12.10% 14.15%

IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 14.61%
1-Month Return 7.53%
3-Month Return 4.84%
1-Year Return 17.52%
3-Year Return 14.00%
5-Year Return 13.95%
10-Year Return 14.15%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (27.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.64%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.75%
Berkshire Hathaway Inc Class B BRK.B 1.47%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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EQL description

The Fund seeks investment results that replicate as closely as possible the performance of the Merrill Lynch Equal Sector Weight Index. The Index is comprised, in equal weights, of nine sub-indices covering various sectors including Consumer, Technology, Energy, Utilities, Financial, Industrial and Health Care.

EQL performance & returns

YTD Return 8.67%
1-Month Return 9.27%
3-Month Return 7.01%
1-Year Return 11.28%
3-Year Return 10.29%
5-Year Return 11.25%
10-Year Return 12.10%
EQL expense ratio is 0.28%.

EQL holdings

Top 10 Holdings (91.98% of Total Assets)

Name Symbol % Assets
Utilities Select Sector SPDR® ETF XLU 9.95%
Communication Services Sel Sect SPDR®ETF XLC 9.41%
Consumer Discret Sel Sect SPDR® ETF XLY 9.28%
Technology Select Sector SPDR® ETF XLK 9.26%
Consumer Staples Select Sector SPDR® ETF XLP 9.13%
Financial Select Sector SPDR® ETF XLF 9.03%
Industrial Select Sector SPDR® ETF XLI 8.99%
Health Care Select Sector SPDR® ETF XLV 8.99%
Materials Select Sector SPDR® ETF XLB 8.98%
Real Estate Select Sector SPDR® XLRE 8.96%

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