IVV vs SDOG
iShares Core S&P 500 ETF vs ALPS Sector Dividend Dogs ETF
Quick Verdict
IVV has a lower expense ratio. SDOG delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SDOG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.36% | |
| AUM | $886.7B | $1.5B | |
| Dividend Yield | 1.10% | 3.33% | |
| Holdings | 508 | 51 | |
| YTD Return | +12.13% | +22.00% | |
| 1Y Return | +20.37% | +26.28% | |
| 3Y Return (annualized) | +20.91% | +18.40% | |
| 5Y Return (annualized) | +12.59% | +11.10% | |
| Volatility (annualized) | 15.1% | 15.7% | |
| Max Drawdown | -56.5% | -46.4% | |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 29, 2012 |
IVV vs SDOG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ALPS Sector Dividend Dogs ETF (SDOG) is a ETF from ALPS Advisors. Over the past year IVV returned +20.37% while SDOG returned +26.28%. Year to date, IVV is up 12.13% versus a gain of 22.00% for SDOG.
Over three years, IVV compounded at +20.91% per year against +18.40% for SDOG; over five years the annualized figures are +12.59% and +11.10% respectively. Across the full 14-year window we track, SDOG has the edge at +9.38% annualized vs +6.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDOG has been the more volatile fund, with annualized monthly volatility of 15.7% 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 -46.4% for SDOG. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SDOG charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.33% for SDOG.
Holdings Overlap
IVV and SDOG share 48 holdings out of 507 unique holdings combined, representing a 6.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SDOG?
IVV has an expense ratio of 0.03% while SDOG charges 0.36%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, IVV or SDOG?
Over the past year IVV returned +20.37% vs +26.28% for SDOG, so SDOG leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +6.97% vs +9.38% for SDOG. Past performance does not guarantee future results.
Which is riskier, IVV or SDOG?
SDOG has been the more volatile fund at 15.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SDOG -46.4%.
Should I hold both IVV and SDOG?
IVV and SDOG have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SDOG?
IVV and SDOG share 48 common holdings with a 6.1% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or SDOG?
IVV yields 1.10% while SDOG yields 3.33%, so SDOG currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.