IVV vs SDVD
IVV vs SDVD
iShares Core S&P 500 ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SDVD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $865.2B | $886M | |
| Dividend Yield | 1.09% | 8.25% | |
| Holdings | 508 | 168 | |
| YTD Return | +13.13% | +12.11% | |
| 1Y Return | +22.90% | +19.65% | |
| 3Y Return (annualized) | +21.08% | +6.30% | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 22.4% | |
| Max Drawdown | -56.5% | -29.1% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 9, 2023 |
IVV vs SDVD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +22.90% while SDVD returned +19.65%. Year to date, IVV is up 13.13% versus a gain of 12.11% for SDVD.
Over three years, IVV compounded at +21.08% per year against +6.30% for SDVD. Across the full 3-year window we track, IVV has the edge at +7.02% annualized vs +6.30%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVD has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 15.1% 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 -56.5% for IVV and -29.1% for SDVD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SDVD charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.25% for SDVD.
Holdings Overlap
IVV and SDVD share 40 holdings out of 638 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SDVD | Difference |
|---|---|---|---|
| FIX | 0.10% | 1.09% | 0.99% |
| IBKR | 0.07% | 1.06% | 0.99% |
| AIZ | 0.02% | 0.98% | 0.96% |
| WSM | Pro | Pro | Pro |
| CINF | Pro | Pro | Pro |
| SNA | Pro | Pro | Pro |
| EME | Pro | Pro | Pro |
| VRSN | Pro | Pro | Pro |
| RL | Pro | Pro | Pro |
| NTRS | Pro | Pro | Pro |
See all 10 holdings IVV shares with SDVD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or SDVD?
IVV has an expense ratio of 0.03% while SDVD charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or SDVD?
Over the past year IVV returned +22.90% vs +19.65% for SDVD, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.02% vs +6.30% for SDVD. Past performance does not guarantee future results.
Which is riskier, IVV or SDVD?
SDVD has been the more volatile fund at 22.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SDVD -29.1%.
Should I hold both IVV and SDVD?
IVV and SDVD have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SDVD?
IVV and SDVD share 40 common holdings with a 1.6% weight overlap. Combined, they hold 638 unique securities.
Which pays a higher dividend, IVV or SDVD?
IVV yields 1.09% while SDVD yields 8.25%, so SDVD currently pays the higher dividend yield.
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