IVV vs SDMF
iShares Core S&P 500 ETF vs Simplify DBi CTA Managed Futures Index ETF
Which is better, IVV or SDMF?
Large Cap Blend against Managed Futures.
IVV has a lower expense ratio.
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 | SDMF |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $876.4B | $40M |
| Dividend Yield | 1.06% | 0.38% |
| Holdings | 508 | 71 |
| YTD Return | +12.39%Best | +6.32% |
| 1Y Return | +16.61% | - |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Managed Futures |
| Inception | May 15, 2000 | Feb 17, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs SDMF 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 SDMF Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Simplify DBi CTA Managed Futures Index ETF (SDMF) is an ETF from Simplify Exchange Traded Funds. Year to date, IVV is up 12.39% versus a gain of 6.32% for SDMF.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while SDMF charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.38% for SDMF.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in SDMF, totalling 99.3% and 26.1% 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 490 positions we hold weights for in IVV and 1 in SDMF, against full books of 508 and 71.
You are not choosing between two funds in isolation.
Whichever of IVV and SDMF 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 SDMF?
IVV has an expense ratio of 0.03% while SDMF charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which pays a higher dividend, IVV or SDMF?
IVV yields 1.06% while SDMF yields 0.38%, so IVV currently pays the higher dividend yield.
Is SDMF better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.