IVV vs SDIV
iShares Core S&P 500 ETF vs Global X SuperDividend ETF
Which is better, IVV or SDIV?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.2% 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 | SDIV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.58% |
| AUM | $886.7B | $1.2B |
| Dividend Yield | 1.10% | 9.10% |
| Holdings | 508 | 117 |
| YTD Return | +13.39%Best | +9.21% |
| 1Y Return | +20.08%Best | +15.50% |
| 3Y Return (annualized) | +21.29%Best | +14.95% |
| 5Y Return (annualized) | +12.88%Best | +1.29% |
| Volatility (annualized) | 14.3%Best | 18.7% |
| Max Drawdown | -33.9%Best | -69.0% |
| $10,000 over 5 years | $18,327Best | $10,662 |
| Top 10 Weight | 37.9% | 14.2%Best |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Jun 8, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Jun 9, 2011 to Sep 4, 2026 (15.2 years).
IVV vs SDIV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs SDIV Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X SuperDividend ETF (SDIV) is an ETF from Global X by mirae Asset. Over the past year IVV returned +20.08% while SDIV returned +15.50%. Year to date, IVV is up 13.39% versus a gain of 9.21% for SDIV.
Over three years, IVV compounded at +21.29% per year against +14.95% for SDIV; over five years the annualized figures are +12.88% and +1.29% respectively. Across the full 15-year window we track, IVV has the edge at +13.00% annualized vs -3.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDIV has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 14.3% 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 -69.0% for SDIV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
We hold position weights for 504 holdings in IVV and 104 in SDIV, totalling 100.0% and 98.5% 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 504 positions we hold weights for in IVV and 104 in SDIV, against full books of 508 and 117.
What only one of them owns
Our book lists 39 positions for SDIV that do not appear in our book for IVV (38.0% of the fund), and 493 for IVV that do not appear in SDIV (99.2%).
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 SDIV 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 SDIV?
IVV has an expense ratio of 0.03% while SDIV charges 0.58%. IVV is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, IVV or SDIV?
Over the past year IVV returned +20.08% vs +15.50% for SDIV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.00% vs -3.22% for SDIV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDIV?
SDIV has been the more volatile fund at 18.7% annualized versus 14.3% for IVV. Worst drawdown: IVV -33.9% vs SDIV -69.0%.
Should I hold both IVV and SDIV?
IVV and SDIV have a monthly-return correlation of 0.75, 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 SDIV?
IVV yields 1.10% while SDIV yields 9.10%, so SDIV currently pays the higher dividend yield.
Is SDIV better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.2% 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.