IVV vs SDVY
IVV vs SDVY
iShares Core S&P 500 ETF vs First Trust SMID Cap Rising Dividend Achievers ETF
Quick Verdict
IVV has a lower expense ratio. SDVY delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SDVY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.58% | |
| AUM | $865.2B | $11.5B | |
| Dividend Yield | 1.09% | 0.92% | |
| Holdings | 508 | 167 | |
| YTD Return | +13.31% | +15.87% | |
| 1Y Return | +24.00% | +24.79% | |
| 3Y Return (annualized) | +21.16% | +15.50% | |
| 5Y Return (annualized) | +13.34% | +10.94% | |
| Volatility (annualized) | 15.1% | 22.1% | |
| Max Drawdown | -56.5% | -45.2% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 2, 2017 |
IVV vs SDVY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +24.00% while SDVY returned +24.79%. Year to date, IVV is up 13.31% versus a gain of 15.87% for SDVY.
Over three years, IVV compounded at +21.16% per year against +15.50% for SDVY; over five years the annualized figures are +13.34% and +10.94% respectively. Across the full 9-year window we track, SDVY has the edge at +10.86% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVY has been the more volatile fund, with annualized monthly volatility of 22.1% 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 -45.2% for SDVY. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SDVY charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.92% for SDVY.
Holdings Overlap
IVV and SDVY 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 SDVY | Difference |
|---|---|---|---|
| FIX | 0.10% | 1.08% | 0.98% |
| IBKR | 0.07% | 1.10% | 1.03% |
| AIZ | 0.02% | 1.00% | 0.98% |
| EME | Pro | Pro | Pro |
| CINF | Pro | Pro | Pro |
| WSM | Pro | Pro | Pro |
| SNA | Pro | Pro | Pro |
| RL | Pro | Pro | Pro |
| VRSN | Pro | Pro | Pro |
| NTRS | Pro | Pro | Pro |
See all 10 holdings IVV shares with SDVY 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 SDVY?
IVV has an expense ratio of 0.03% while SDVY charges 0.58%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, IVV or SDVY?
Over the past year IVV returned +24.00% vs +24.79% for SDVY, so SDVY leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +10.86% for SDVY. Past performance does not guarantee future results.
Which is riskier, IVV or SDVY?
SDVY has been the more volatile fund at 22.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SDVY -45.2%.
Should I hold both IVV and SDVY?
IVV and SDVY have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SDVY?
IVV and SDVY share 40 common holdings with a 1.6% weight overlap. Combined, they hold 638 unique securities.
Which pays a higher dividend, IVV or SDVY?
IVV yields 1.09% while SDVY yields 0.92%, so IVV currently pays the higher dividend yield.
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