IVV vs SDG
iShares Core S&P 500 ETF vs iShares MSCI Global Sustainable Development Goals ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SDG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $886.7B | $178M | |
| Dividend Yield | 1.10% | 1.68% | |
| Holdings | 508 | 147 | |
| YTD Return | +12.92% | +8.99% | |
| 1Y Return | +21.22% | +16.57% | |
| 3Y Return (annualized) | +20.95% | +7.28% | |
| 5Y Return (annualized) | +12.76% | +0.23% | |
| Volatility (annualized) | 15.1% | 14.5% | |
| Max Drawdown | -56.5% | -30.4% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 20, 2016 |
IVV vs SDG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares MSCI Global Sustainable Development Goals ETF (SDG) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +21.22% while SDG returned +16.57%. Year to date, IVV is up 12.92% versus a gain of 8.99% for SDG.
Over three years, IVV compounded at +20.95% per year against +7.28% for SDG; over five years the annualized figures are +12.76% and +0.23% respectively. Across the full 10-year window we track, SDG has the edge at +7.44% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.5% 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 -56.5% for IVV and -30.4% for SDG. 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 0.76. 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 1.10% against 1.68% for SDG.
Holdings Overlap
IVV and SDG share 15 holdings out of 608 unique holdings combined, representing a 5.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or SDG?
Over the past year IVV returned +21.22% vs +16.57% for SDG, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.00% vs +7.44% for SDG. Past performance does not guarantee future results.
Which is riskier, IVV or SDG?
IVV has been the more volatile fund at 15.1% annualized versus 14.5% for SDG. Worst drawdown: IVV -56.5% vs SDG -30.4%.
Should I hold both IVV and SDG?
IVV and SDG have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SDG?
IVV and SDG share 15 common holdings with a 5.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, IVV or SDG?
IVV yields 1.10% while SDG yields 1.68%, so SDG currently pays the higher dividend yield.
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