IVV vs SHE
IVV vs SHE
iShares Core S&P 500 ETF vs State Street SPDR MSCI USA Gender Diversity ETF
Quick Verdict
IVV has a lower expense ratio. SHE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SHE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.20% | |
| AUM | $865.2B | $322M | |
| Dividend Yield | 1.09% | 1.03% | |
| Holdings | 508 | 215 | |
| YTD Return | +13.31% | +20.63% | |
| 1Y Return | +24.00% | +30.32% | |
| 3Y Return (annualized) | +21.16% | +22.50% | |
| 5Y Return (annualized) | +13.34% | +10.21% | |
| Volatility (annualized) | 15.1% | 16.4% | |
| Max Drawdown | -56.5% | -36.2% | |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 7, 2016 |
IVV vs SHE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and State Street SPDR MSCI USA Gender Diversity ETF (SHE) is a ETF from State Street Investment Management. Over the past year IVV returned +24.00% while SHE returned +30.32%. Year to date, IVV is up 13.31% versus a gain of 20.63% for SHE.
Over three years, IVV compounded at +21.16% per year against +22.50% for SHE; over five years the annualized figures are +13.34% and +10.21% respectively. Across the full 10-year window we track, SHE has the edge at +10.67% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHE has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -36.2% for SHE. 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 0.95. 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 SHE charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.03% for SHE.
Holdings Overlap
IVV and SHE share 205 holdings out of 532 unique holdings combined, representing a 41.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SHE | Difference |
|---|---|---|---|
| NVDA | 7.76% | 3.92% | 3.84% |
| MSFT | 4.57% | 4.10% | 0.47% |
| AMD | 1.37% | 5.78% | 4.41% |
| AVGO | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| NFLX | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
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Frequently Asked Questions
Which is cheaper, IVV or SHE?
IVV has an expense ratio of 0.03% while SHE charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, IVV or SHE?
Over the past year IVV returned +24.00% vs +30.32% for SHE, so SHE leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.03% vs +10.67% for SHE. Past performance does not guarantee future results.
Which is riskier, IVV or SHE?
SHE has been the more volatile fund at 16.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SHE -36.2%.
Should I hold both IVV and SHE?
IVV and SHE have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and SHE?
IVV and SHE share 205 common holdings with a 41.8% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, IVV or SHE?
IVV yields 1.09% while SHE yields 1.03%, so IVV currently pays the higher dividend yield.
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