IVV vs SDEM
iShares Core S&P 500 ETF vs Global X MSCI SuperDividend Emerging Markets ETF
Which is better, IVV or SDEM?
Large Cap Blend against Mid Cap Value.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, SDEM over 1Y. SDEM is less concentrated, with 22.6% of the fund in its ten largest positions against 37.9%.
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 | SDEM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.66% |
| AUM | $886.7B | $52M |
| Dividend Yield | 1.10% | 4.88% |
| Holdings | 508 | 66 |
| YTD Return | +13.86% | +16.12%Best |
| 1Y Return | +21.57% | +28.78%Best |
| 3Y Return (annualized) | +21.48%Best | +21.25% |
| 5Y Return (annualized) | +12.88%Best | +6.06% |
| Volatility (annualized) | 15.1%Best | 18.7% |
| Max Drawdown | -33.9%Best | -57.2% |
| $10,000 over 5 years | $18,327Best | $13,420 |
| Top 10 Weight | 37.9% | 22.6%Best |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Value |
| Inception | May 15, 2000 | Mar 16, 2015 |
Volatility and max drawdown are measured over the window both funds cover: Mar 17, 2015 to Sep 3, 2026 (11.5 years).
IVV vs SDEM 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 11.5 years both funds cover.
IVV vs SDEM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is an ETF from Global X by mirae Asset. Over the past year IVV returned +21.57% while SDEM returned +28.78%. Year to date, IVV is up 13.86% versus a gain of 16.12% for SDEM.
Over three years, IVV compounded at +21.48% per year against +21.25% for SDEM; over five years the annualized figures are +12.88% and +6.06% respectively. Across the full 12-year window we track, IVV has the edge at +12.87% annualized vs +1.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDEM has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -33.9% for IVV and -57.2% for SDEM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
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 1.10% against 4.88% for SDEM.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 56 in SDEM, totalling 100.0% and 99.3% 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 505 positions we hold weights for in IVV and 56 in SDEM, against full books of 508 and 66.
What only one of them owns
Our book lists 2 positions for SDEM that do not appear in our book for IVV (3.9% of the fund), and 497 for IVV that do not appear in SDEM (99.3%).
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 SDEM 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 SDEM?
IVV has an expense ratio of 0.03% while SDEM charges 0.66%. IVV is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, IVV or SDEM?
Over the past year IVV returned +21.57% vs +28.78% for SDEM, so SDEM leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +12.87% vs +1.04% for SDEM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDEM?
SDEM has been the more volatile fund at 18.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -33.9% vs SDEM -57.2%.
Should I hold both IVV and SDEM?
IVV and SDEM have a monthly-return correlation of 0.58, 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 SDEM?
IVV yields 1.10% while SDEM yields 4.88%, so SDEM currently pays the higher dividend yield.
Is SDEM better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, SDEM over 1Y. SDEM is less concentrated, with 22.6% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.