IVV vs SDEM
iShares Core S&P 500 ETF vs Global X MSCI SuperDividend Emerging Markets 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 | SDEM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.66% | |
| AUM | $865.2B | $45M | |
| Dividend Yield | 1.09% | 5.07% | |
| Holdings | 508 | 63 | |
| YTD Return | +14.50% | +10.02% | |
| 1Y Return | +22.02% | +19.88% | |
| 3Y Return (annualized) | +21.80% | +19.64% | |
| 5Y Return (annualized) | +13.37% | +5.76% | |
| Volatility (annualized) | 15.1% | 18.8% | |
| Max Drawdown | -56.5% | -57.2% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 16, 2015 |
IVV vs SDEM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is a ETF from Global X by mirae Asset. Over the past year IVV returned +22.02% while SDEM returned +19.88%. Year to date, IVV is up 14.50% versus a gain of 10.02% for SDEM.
Over three years, IVV compounded at +21.80% per year against +19.64% for SDEM; over five years the annualized figures are +13.37% and +5.76% respectively. Across the full 11-year window we track, IVV has the edge at +7.07% annualized vs +0.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDEM has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 15.1% 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 -56.5% for IVV and -57.2% for SDEM. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SDEM charges 0.66%. On a $10,000 position that is $3 vs $66 annually, a gap of $63 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 5.07% for SDEM.
Holdings Overlap
IVV and SDEM share 1 holdings out of 563 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SDEM | Difference |
|---|---|---|---|
| TEL | 0.09% | 1.78% | 1.69% |
Frequently Asked Questions
Which is cheaper, IVV or SDEM?
IVV has an expense ratio of 0.03% while SDEM charges 0.66%. IVV is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, IVV or SDEM?
Over the past year IVV returned +22.02% vs +19.88% for SDEM, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +7.07% vs +0.56% for SDEM. Past performance does not guarantee future results.
Which is riskier, IVV or SDEM?
SDEM has been the more volatile fund at 18.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SDEM -57.2%.
Should I hold both IVV and SDEM?
IVV and SDEM have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SDEM?
IVV and SDEM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 563 unique securities.
Which pays a higher dividend, IVV or SDEM?
IVV yields 1.09% while SDEM yields 5.07%, so SDEM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.