IVV vs SDG
iShares Core S&P 500 ETF vs iShares MSCI Global Sustainable Development Goals ETF
Which is better, IVV or SDG?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. SDG is less concentrated, with 36.9% of the fund in its ten largest positions against 37.8%.
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 | SDG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $176M |
| Dividend Yield | 1.06% | 1.63% |
| Holdings | 508 | 147 |
| YTD Return | +14.14%Best | +6.48% |
| 1Y Return | +17.30%Best | +11.22% |
| 3Y Return (annualized) | +23.04%Best | +8.38% |
| 5Y Return (annualized) | +13.63%Best | +0.41% |
| Volatility (annualized) | 15.2% | 14.4%Best |
| Max Drawdown | -33.9% | -30.4%Best |
| $10,000 over 5 years | $18,944Best | $10,207 |
| Top 10 Weight | 37.8% | 36.9%Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Apr 20, 2016 |
Volatility and max drawdown are measured over the window both funds cover: Apr 22, 2016 to Sep 22, 2026 (10.4 years).
IVV vs SDG 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 10.4 years both funds cover.
IVV vs SDG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares MSCI Global Sustainable Development Goals ETF (SDG) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.30% while SDG returned +11.22%. Year to date, IVV is up 14.14% versus a gain of 6.48% for SDG.
Over three years, IVV compounded at +23.04% per year against +8.38% for SDG; over five years the annualized figures are +13.63% and +0.41% respectively. Across the full 10-year window we track, IVV has the edge at +14.25% annualized vs +7.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 14.4% for SDG. 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 -30.4% for SDG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SDG charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.63% for SDG.
Holdings Overlap
9.6% of IVV's money is in holdings SDG also owns. 32.0% of SDG's money is in holdings IVV also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 490 positions we hold weights for in IVV and 121 in SDG, against full books of 508 and 147.
What only one of them owns
Our book lists 7 positions for SDG that do not appear in our book for IVV (4.8% of the fund), and 466 for IVV that do not appear in SDG (89.0%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SDG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 4.09% | 3.98% |
| BMYBristol-Myers Squibb Co. | 0.21% | 3.99% | 3.78% |
| MRVLMarvell Technology Group Ltd. | 0.28% | 3.60% | 3.32% |
| TSNTyson Foods Inc. Class A | 0.02% | 3.80% | 3.78% |
| FSLRFirst Solar, Inc | 0.03% | 3.66% | 3.63% |
| KMBKimberly-Clark Corp. | 0.05% | 2.26% | 2.21% |
| EQIXEquinix Inc. Real Estate Investment Trust | 0.16% | 1.72% | 1.56% |
| VRTXNvaesrtex Pharmaceuticals Inc | 0.21% | 1.53% | 1.32% |
| REGNRegeneron Pharmaceuticals, Inc. | 0.12% | 1.57% | 1.45% |
| WYWeyerhaeuser Co. | 0.03% | 1.40% | 1.37% |
32.0% of SDG is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SDG?
IVV has an expense ratio of 0.03% while SDG charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or SDG?
Over the past year IVV returned +17.30% vs +11.22% for SDG, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +14.25% vs +7.16% for SDG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDG?
IVV has been the more volatile fund at 15.2% annualized versus 14.4% for SDG. Worst drawdown: IVV -33.9% vs SDG -30.4%.
Should I hold both IVV and SDG?
IVV and SDG have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SDG?
32.0% of SDG's money is in holdings IVV also owns. 32.0% of SDG's is in holdings IVV also owns. They hold 16 positions in common, counted across the 490 positions we hold weights for in IVV and 121 in SDG.
Which pays a higher dividend, IVV or SDG?
IVV yields 1.06% while SDG yields 1.63%, so SDG currently pays the higher dividend yield.
Is SDG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. SDG is less concentrated, with 36.9% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.