IVV vs STOT
IVV vs STOT
iShares Core S&P 500 ETF vs State Street DoubleLine Short Duration Total Return Tactical 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 | STOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $499M | |
| Dividend Yield | 1.09% | 4.40% | |
| Holdings | 508 | 536 | |
| YTD Return | +9.93% | -0.84% | |
| 1Y Return | +19.59% | +1.51% | |
| 3Y Return (annualized) | +19.41% | +4.35% | |
| 5Y Return (annualized) | +12.89% | +2.29% | |
| Volatility (annualized) | 15.1% | 2.1% | |
| Max Drawdown | -56.5% | -6.1% | |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Apr 13, 2016 |
IVV vs STOT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is a ETF from State Street Investment Management. Over the past year IVV returned +19.59% while STOT returned +1.51%. Year to date, IVV is up 9.93% versus a loss of 0.84% for STOT.
Over three years, IVV compounded at +19.41% per year against +4.35% for STOT; over five years the annualized figures are +12.89% and +2.29% respectively. Across the full 10-year window we track, IVV has the edge at +6.91% annualized vs +2.18%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.1% for STOT. 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 -6.1% for STOT. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while STOT charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.40% for STOT.
Holdings Overlap
IVV and STOT share 0 holdings out of 972 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 STOT?
IVV has an expense ratio of 0.03% while STOT charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or STOT?
Over the past year IVV returned +19.59% vs +1.51% for STOT, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +6.91% vs +2.18% for STOT. Past performance does not guarantee future results.
Which is riskier, IVV or STOT?
IVV has been the more volatile fund at 15.1% annualized versus 2.1% for STOT. Worst drawdown: IVV -56.5% vs STOT -6.1%.
Should I hold both IVV and STOT?
IVV and STOT have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and STOT?
IVV and STOT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 972 unique securities.
Which pays a higher dividend, IVV or STOT?
IVV yields 1.09% while STOT yields 4.40%, so STOT currently pays the higher dividend yield.
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