IVV vs SBAR
IVV vs SBAR
iShares Core S&P 500 ETF vs Simplify Barrier Income 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 | SBAR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $865.2B | $402M | |
| Dividend Yield | 1.09% | 12.61% | |
| Holdings | 508 | 53 | |
| YTD Return | +13.80% | +5.30% | |
| 1Y Return | +23.70% | +11.48% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 6.5% | |
| Max Drawdown | -56.5% | -5.3% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 14, 2025 |
IVV vs SBAR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Barrier Income ETF (SBAR) is a ETF from Simplify Exchange Traded Funds. Over the past year IVV returned +23.70% while SBAR returned +11.48%. Year to date, IVV is up 13.80% versus a gain of 5.30% for SBAR.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.5% for SBAR. 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 -5.3% for SBAR. 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 SBAR charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 12.61% for SBAR.
Holdings Overlap
IVV and SBAR share 0 holdings out of 506 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 SBAR?
IVV has an expense ratio of 0.03% while SBAR charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or SBAR?
Over the past year IVV returned +23.70% vs +11.48% for SBAR, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.05% vs +15.00% for SBAR. Past performance does not guarantee future results.
Which is riskier, IVV or SBAR?
IVV has been the more volatile fund at 15.1% annualized versus 6.5% for SBAR. Worst drawdown: IVV -56.5% vs SBAR -5.3%.
Should I hold both IVV and SBAR?
IVV and SBAR 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 SBAR?
IVV and SBAR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or SBAR?
IVV yields 1.09% while SBAR yields 12.61%, so SBAR currently pays the higher dividend yield.
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