IVV vs SBIL

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSBILWinner
Expense Ratio0.03%0.15%
AUM$865.2B$5.0B
Dividend Yield1.09%3.56%
Holdings508115
YTD Return+13.43%+2.16%
1Y Return+22.61%+3.82%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%0.2%
Max Drawdown-56.5%-0.0%
Fund FamilyiShares by BlackRock (US)Simplify Exchange Traded Funds
CategoryEquityMoney Market
InceptionMay 15, 2000Jul 14, 2025

IVV vs SBIL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Government Money Market ETF (SBIL) is a ETF from Simplify Exchange Traded Funds. Over the past year IVV returned +22.61% while SBIL returned +3.82%. Year to date, IVV is up 13.43% versus a gain of 2.16% for SBIL.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.2% for SBIL. 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 -0.0% for SBIL. 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while SBIL charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.56% for SBIL.

Holdings Overlap

0.0%overlap

IVV and SBIL share 0 holdings out of 520 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 SBIL?

IVV has an expense ratio of 0.03% while SBIL charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, IVV or SBIL?

Over the past year IVV returned +22.61% vs +3.82% for SBIL, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.03% vs +3.84% for SBIL. Past performance does not guarantee future results.

Which is riskier, IVV or SBIL?

IVV has been the more volatile fund at 15.1% annualized versus 0.2% for SBIL. Worst drawdown: IVV -56.5% vs SBIL -0.0%.

Should I hold both IVV and SBIL?

IVV and SBIL have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SBIL?

IVV and SBIL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, IVV or SBIL?

IVV yields 1.09% while SBIL yields 3.56%, so SBIL currently pays the higher dividend yield.

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