IVV vs SDTY
IVV vs SDTY
iShares Core S&P 500 ETF vs YieldMax S&P 500 0DTE Covered Call Strategy ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SDTY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.08% | |
| AUM | $865.2B | $46M | |
| Dividend Yield | 1.09% | 26.27% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.80% | +10.85% | |
| 1Y Return | +23.70% | +20.57% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 13.9% | |
| Max Drawdown | -56.5% | -16.3% | |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 5, 2025 |
IVV vs SDTY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is a ETF from YieldMax ETF. Over the past year IVV returned +23.70% while SDTY returned +20.57%. Year to date, IVV is up 13.80% versus a gain of 10.85% for SDTY.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.9% for SDTY. 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 -16.3% for SDTY. 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 0.91. 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 1.09% against 26.27% for SDTY.
Holdings Overlap
IVV and SDTY share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $105 per year of difference.
Which performed better, IVV or SDTY?
Over the past year IVV returned +23.70% vs +20.57% for SDTY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs +21.47% for SDTY. Past performance does not guarantee future results.
Which is riskier, IVV or SDTY?
IVV has been the more volatile fund at 15.1% annualized versus 13.9% for SDTY. Worst drawdown: IVV -56.5% vs SDTY -16.3%.
Should I hold both IVV and SDTY?
IVV and SDTY have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and SDTY?
IVV and SDTY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or SDTY?
IVV yields 1.09% while SDTY yields 26.27%, so SDTY currently pays the higher dividend yield.
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