IVV vs SDIV
iShares Core S&P 500 ETF vs Global X SuperDividend 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 | SDIV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.58% | |
| AUM | $907.0B | $1.2B | |
| Dividend Yield | 1.10% | 9.10% | |
| Holdings | 508 | 139 | |
| YTD Return | +12.96% | +6.86% | |
| 1Y Return | +20.70% | +15.20% | |
| 3Y Return (annualized) | +22.10% | +15.59% | |
| 5Y Return (annualized) | +13.40% | +1.60% | |
| Volatility (annualized) | 15.1% | 18.8% | |
| Max Drawdown | -56.5% | -69.0% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 8, 2011 |
IVV vs SDIV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X SuperDividend ETF (SDIV) is a ETF from Global X by mirae Asset. Over the past year IVV returned +20.70% while SDIV returned +15.20%. Year to date, IVV is up 12.96% versus a gain of 6.86% for SDIV.
Over three years, IVV compounded at +22.10% per year against +15.59% for SDIV; over five years the annualized figures are +13.40% and +1.60% respectively. Across the full 15-year window we track, IVV has the edge at +7.01% annualized vs -3.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDIV 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 -69.0% for SDIV. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SDIV charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 9.10% for SDIV.
Holdings Overlap
IVV and SDIV share 0 holdings out of 593 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SDIV?
IVV has an expense ratio of 0.03% while SDIV charges 0.58%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, IVV or SDIV?
Over the past year IVV returned +20.70% vs +15.20% for SDIV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +7.01% vs -3.36% for SDIV. Past performance does not guarantee future results.
Which is riskier, IVV or SDIV?
SDIV has been the more volatile fund at 18.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SDIV -69.0%.
Should I hold both IVV and SDIV?
IVV and SDIV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SDIV?
IVV and SDIV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.
Which pays a higher dividend, IVV or SDIV?
IVV yields 1.10% while SDIV yields 9.10%, so SDIV currently pays the higher dividend yield.
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