IVV vs SCDV
iShares Core S&P 500 ETF vs Bahl & Gaynor Small Cap Dividend ETF
Which is better, IVV or SCDV?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.6%.
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
| Metric | IVV | SCDV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.70% |
| AUM | $876.4B | $156M |
| Dividend Yield | 1.06% | 0.46% |
| Holdings | 508 | 40 |
| YTD Return | +14.15%Best | +8.39% |
| 1Y Return | +17.31%Best | +6.37% |
| 3Y Return (annualized) | +23.17% | - |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 12.6%Best | 14.6% |
| Max Drawdown | -18.8%Best | -22.8% |
| $10,000 over 1.8 years | $13,160Best | $10,600 |
| Top 10 Weight | 37.8%Best | 47.6% |
| Fund Family | iShares by BlackRock (US) | Bahl & Gaynor |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Dec 11, 2024 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 12, 2024 to Sep 21, 2026 (1.8 years).
IVV vs SCDV 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 covers the 1.8 years both funds cover.
IVV vs SCDV Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Bahl & Gaynor Small Cap Dividend ETF (SCDV) is an ETF from Bahl & Gaynor. Over the past year IVV returned +17.31% while SCDV returned +6.37%. Year to date, IVV is up 14.15% versus a gain of 8.39% for SCDV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCDV has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.6% 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 -18.8% for IVV and -22.8% for SCDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while SCDV charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.46% for SCDV.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 36 in SCDV, totalling 99.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 36 in SCDV, against full books of 508 and 40.
What only one of them owns
Our book lists 35 positions for SCDV that do not appear in our book for IVV (95.4% of the fund), and 482 for IVV that do not appear in SCDV (98.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and SCDV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SCDV?
IVV has an expense ratio of 0.03% while SCDV charges 0.70%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, IVV or SCDV?
Over the past year IVV returned +17.31% vs +6.37% for SCDV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.48% vs +3.29% for SCDV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SCDV?
SCDV has been the more volatile fund at 14.6% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs SCDV -22.8%.
Should I hold both IVV and SCDV?
IVV and SCDV have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or SCDV?
IVV yields 1.06% while SCDV yields 0.46%, so IVV currently pays the higher dividend yield.
Is SCDV better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.