IVV vs SSCP

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSSCPWinner
Expense Ratio0.03%0.79%
AUM$865.2B$5M
Dividend Yield1.09%0.00%
Holdings50833
YTD Return+13.13%+6.62%
1Y Return+22.90%-
3Y Return (annualized)+21.08%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-4.5%
Fund FamilyiShares by BlackRock (US)SMART Wealth, LLC
CategoryEquityEquity
InceptionMay 15, 2000May 11, 2026

IVV vs SSCP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SMART Small Cap ETF (SSCP) is a ETF from SMART Wealth, LLC. Year to date, IVV is up 13.13% versus a gain of 6.62% for SSCP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.5% for SSCP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while SSCP charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for SSCP.

Holdings Overlap

0.0%overlap

IVV and SSCP share 0 holdings out of 538 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or SSCP?

IVV has an expense ratio of 0.03% while SSCP charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between IVV and SSCP?

IVV and SSCP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 538 unique securities.

Which pays a higher dividend, IVV or SSCP?

IVV yields 1.09% while SSCP yields 0.00%, so IVV currently pays the higher dividend yield.

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