IVV vs SXQG
IVV vs SXQG
iShares Core S&P 500 ETF vs ETC 6 Meridian Quality Growth 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 | SXQG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $865.2B | $61M | |
| Dividend Yield | 1.09% | 0.03% | |
| Holdings | 508 | 94 | |
| YTD Return | +13.80% | +2.29% | |
| 1Y Return | +23.70% | +2.79% | |
| 3Y Return (annualized) | +21.49% | +11.74% | |
| 5Y Return (annualized) | +13.43% | +4.91% | |
| Volatility (annualized) | 15.1% | 16.6% | |
| Max Drawdown | -56.5% | -34.0% | |
| Fund Family | iShares by BlackRock (US) | 6 Meridian ETF | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 10, 2021 |
IVV vs SXQG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ETC 6 Meridian Quality Growth ETF (SXQG) is a ETF from 6 Meridian ETF. Over the past year IVV returned +23.70% while SXQG returned +2.79%. Year to date, IVV is up 13.80% versus a gain of 2.29% for SXQG.
Over three years, IVV compounded at +21.49% per year against +11.74% for SXQG; over five years the annualized figures are +13.43% and +4.91% respectively. Across the full 5-year window we track, IVV has the edge at +7.05% annualized vs +6.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SXQG has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -34.0% for SXQG. 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 0.93. 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 SXQG charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.03% for SXQG.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or SXQG?
IVV has an expense ratio of 0.03% while SXQG charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, IVV or SXQG?
Over the past year IVV returned +23.70% vs +2.79% for SXQG, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.05% vs +6.41% for SXQG. Past performance does not guarantee future results.
Which is riskier, IVV or SXQG?
SXQG has been the more volatile fund at 16.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SXQG -34.0%.
Should I hold both IVV and SXQG?
IVV and SXQG have a monthly-return correlation of 0.93, 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 SXQG?
IVV and SXQG share 2 common holdings with a 9.9% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or SXQG?
IVV yields 1.09% while SXQG yields 0.03%, so IVV currently pays the higher dividend yield.
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