IVV vs SYFI
IVV vs SYFI
iShares Core S&P 500 ETF vs AB Short Duration High Yield 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 | SYFI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.40% | |
| AUM | $865.2B | $924M | |
| Dividend Yield | 1.09% | 5.29% | |
| Holdings | 508 | 568 | |
| YTD Return | +11.54% | +1.97% | |
| 1Y Return | +21.48% | +4.59% | |
| 3Y Return (annualized) | +20.86% | - | |
| 5Y Return (annualized) | +13.02% | - | |
| Volatility (annualized) | 15.1% | 2.5% | |
| Max Drawdown | -56.5% | -4.8% | |
| Fund Family | iShares by BlackRock (US) | AllianceBernstein L.P. | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jun 10, 2024 |
IVV vs SYFI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AB Short Duration High Yield ETF (SYFI) is a ETF from AllianceBernstein L.P.. Over the past year IVV returned +21.48% while SYFI returned +4.59%. Year to date, IVV is up 11.54% versus a gain of 1.97% for SYFI.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.5% for SYFI. 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 -4.8% for SYFI. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SYFI charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 5.29% for SYFI.
Holdings Overlap
IVV and SYFI share 1 holdings out of 870 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SYFI | Difference |
|---|---|---|---|
| C | 0.35% | 0.02% | 0.33% |
Frequently Asked Questions
Which is cheaper, IVV or SYFI?
IVV has an expense ratio of 0.03% while SYFI charges 0.40%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, IVV or SYFI?
Over the past year IVV returned +21.48% vs +4.59% for SYFI, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.97% vs +6.39% for SYFI. Past performance does not guarantee future results.
Which is riskier, IVV or SYFI?
IVV has been the more volatile fund at 15.1% annualized versus 2.5% for SYFI. Worst drawdown: IVV -56.5% vs SYFI -4.8%.
Should I hold both IVV and SYFI?
IVV and SYFI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SYFI?
IVV and SYFI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 870 unique securities.
Which pays a higher dividend, IVV or SYFI?
IVV yields 1.09% while SYFI yields 5.29%, so SYFI currently pays the higher dividend yield.
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