IVV vs SCDV
iShares Core S&P 500 ETF vs Bahl & Gaynor Small Cap Dividend 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 | SCDV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.70% | |
| AUM | $865.2B | $153M | |
| Dividend Yield | 1.09% | 0.43% | |
| Holdings | 508 | 35 | |
| YTD Return | +13.43% | +16.70% | |
| 1Y Return | +22.61% | +17.37% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 14.5% | |
| Max Drawdown | -56.5% | -22.8% | |
| Fund Family | iShares by BlackRock (US) | Bahl & Gaynor | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 11, 2024 |
IVV vs SCDV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Bahl & Gaynor Small Cap Dividend ETF (SCDV) is a ETF from Bahl & Gaynor. Over the past year IVV returned +22.61% while SCDV returned +17.37%. Year to date, IVV is up 13.43% versus a gain of 16.70% for SCDV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.5% for SCDV. 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 -22.8% for SCDV. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 0.43% for SCDV.
Holdings Overlap
IVV and SCDV share 0 holdings out of 539 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 SCDV?
IVV has an expense ratio of 0.03% while SCDV charges 0.70%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, IVV or SCDV?
Over the past year IVV returned +22.61% vs +17.37% for SCDV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +8.22% for SCDV. Past performance does not guarantee future results.
Which is riskier, IVV or SCDV?
IVV has been the more volatile fund at 15.1% annualized versus 14.5% for SCDV. Worst drawdown: IVV -56.5% vs SCDV -22.8%.
Should I hold both IVV and SCDV?
IVV and SCDV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SCDV?
IVV and SCDV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 539 unique securities.
Which pays a higher dividend, IVV or SCDV?
IVV yields 1.09% while SCDV yields 0.43%, so IVV currently pays the higher dividend yield.
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