IVV vs SCOW

IVV vs SCOW

Which is better, IVV or SCOW?

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 41.4%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: 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

MetricIVVSCOW
Expense Ratio0.03%Best0.59%
AUM$876.4B$2M
Dividend Yield1.06%0.36%
Holdings50881
YTD Return+12.39%+13.03%Best
1Y Return+16.61%Best+7.55%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)12.9%12.8%Best
Max Drawdown-8.9%Best-10.1%
$10,000 over 1.1 years$11,989Best$11,139
Top 10 Weight37.8%Best41.4%
Fund FamilyiShares by BlackRock (US)Pacer ETFs
CategoryEquityEquity
StyleLarge Cap BlendSmall Cap Blend
InceptionMay 15, 2000Aug 27, 2025

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 28, 2025 to Sep 18, 2026 (1.1 years).

IVV vs SCOW 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 1.1 years both funds cover.

IVV vs SCOW Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF (SCOW) is an ETF from Pacer ETFs. Over the past year IVV returned +16.61% while SCOW returned +7.55%. Year to date, IVV is up 12.39% versus a gain of 13.03% for SCOW.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.8% for SCOW. 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 -8.9% for IVV and -10.1% for SCOW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while SCOW charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.36% for SCOW.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 80 in SCOW, 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 80 in SCOW, against full books of 508 and 81.

What only one of them owns

Our book lists 78 positions for SCOW that do not appear in our book for IVV (98.5% of the fund), and 482 for IVV that do not appear in SCOW (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 SCOW you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSCOW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SCOW?

IVV has an expense ratio of 0.03% while SCOW charges 0.59%. IVV is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, IVV or SCOW?

Over the past year IVV returned +16.61% vs +7.55% for SCOW, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +17.93% vs +10.30% for SCOW. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SCOW?

IVV has been the more volatile fund at 12.9% annualized versus 12.8% for SCOW. Worst drawdown: IVV -8.9% vs SCOW -10.1%.

Should I hold both IVV and SCOW?

IVV and SCOW have a monthly-return correlation of 0.64, 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 SCOW?

IVV yields 1.06% while SCOW yields 0.36%, so IVV currently pays the higher dividend yield.

Is SCOW 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 41.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.