IVV vs SDMF
iShares Core S&P 500 ETF vs Simplify DBi CTA Managed Futures Index ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SDMF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $907.0B | $39M | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 71 | |
| YTD Return | +13.25% | +3.80% | |
| 1Y Return | +19.95% | - | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +12.82% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -6.2% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 17, 2026 |
IVV vs SDMF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify DBi CTA Managed Futures Index ETF (SDMF) is a ETF from Simplify Exchange Traded Funds. Year to date, IVV is up 13.25% versus a gain of 3.80% for SDMF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -6.2% for SDMF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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.
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. On a $10,000 investment, that is $32 per year of difference.
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