IVV vs SALI

IVV vs SALI

Which is better, IVV or SALI?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVSALI
Expense Ratio0.03%Best0.65%
AUM$896.5B-
Dividend Yield1.10%-
Holdings508-
YTD Return+13.58%Best+1.87%
1Y Return+13.23%-
3Y Return (annualized)+24.40%-
5Y Return (annualized)+12.44%-
Fund FamilyiShares by BlackRock (US)Schroder Investment Management North America Inc.
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionMay 15, 2000Sep 14, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs SALI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs SALI Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Schroders US Autocallable Ladder Income ETF (SALI) is an ETF from Schroder Investment Management North America Inc.. Year to date, IVV is up 13.58% versus a gain of 1.87% for SALI.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while SALI charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period.

You are not choosing between two funds in isolation.

Whichever of IVV and SALI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSALI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SALI?

IVV has an expense ratio of 0.03% while SALI charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.

Is SALI better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.