IVV vs SDTY
iShares Core S&P 500 ETF vs YieldMax S&P 500 0DTE Covered Call Strategy ETF
Which is better, IVV or SDTY?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio. IVV led over 1Y, SDTY over the full window. The two have moved almost in lockstep, correlation 0.92.
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 | SDTY |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.08% |
| AUM | $876.4B | $41M |
| Dividend Yield | 1.06% | 28.08% |
| Holdings | 508 | 6 |
| YTD Return | +12.39%Best | +10.80% |
| 1Y Return | +16.61%Best | +15.39% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 13.1%Best | 13.7% |
| Max Drawdown | -18.8% | -16.3%Best |
| $10,000 over 1.6 years | $12,794 | $13,344Best |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Feb 5, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 6, 2025 to Sep 18, 2026 (1.6 years).
IVV vs SDTY 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 covers the 1.6 years both funds cover.
IVV vs SDTY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an ETF from YieldMax ETF. Over the past year IVV returned +16.61% while SDTY returned +15.39%. Year to date, IVV is up 12.39% versus a gain of 10.80% for SDTY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDTY has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 13.1% 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 -18.8% for IVV and -16.3% for SDTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while SDTY charges 1.08%. On a $10,000 position that is $3 vs $108 annually, a gap of $105 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 28.08% for SDTY.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in SDTY, totalling 99.3% and 12.0% 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 SDTY, against full books of 508 and 6.
You are not choosing between two funds in isolation.
Whichever of IVV and SDTY 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 SDTY?
IVV has an expense ratio of 0.03% while SDTY charges 1.08%. IVV is the cheaper option, by $105 a year on a $10,000 investment.
Which performed better, IVV or SDTY?
Over the past year IVV returned +16.61% vs +15.39% for SDTY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.65% vs +19.76% for SDTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDTY?
SDTY has been the more volatile fund at 13.7% annualized versus 13.1% for IVV. Worst drawdown: IVV -18.8% vs SDTY -16.3%.
Should I hold both IVV and SDTY?
IVV and SDTY have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVV or SDTY?
IVV yields 1.06% while SDTY yields 28.08%, so SDTY currently pays the higher dividend yield.
Is SDTY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, SDTY over the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.