IVV vs SECR
iShares Core S&P 500 ETF vs NYLIM MacKay Securitized Income ETF
Which is better, IVV or SECR?
Large Cap Blend against Long Term High Quality.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | SECR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.28% |
| AUM | $876.4B | $165M |
| Dividend Yield | 1.06% | 6.90% |
| Holdings | 508 | 457 |
| YTD Return | +12.51%Best | -0.96% |
| 1Y Return | +17.57%Best | -0.57% |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 11.8% | 4.5%Best |
| Max Drawdown | -18.8% | -4.7%Best |
| $10,000 over 2.3 years | $14,960Best | $11,095 |
| Fund Family | iShares by BlackRock (US) | New York Life Investment Management LLC |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term High Quality |
| Inception | May 15, 2000 | May 31, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 31, 2024 to Sep 11, 2026 (2.3 years).
IVV vs SECR 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 2.3 years both funds cover.
IVV vs SECR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and NYLIM MacKay Securitized Income ETF (SECR) is an ETF from New York Life Investment Management LLC. Over the past year IVV returned +17.57% while SECR returned -0.57%. Year to date, IVV is up 12.51% versus a loss of 0.96% for SECR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 4.5% for SECR. 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 -4.7% for SECR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.28. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while SECR charges 0.28%. On a $10,000 position that is $3 vs $28 annually, a gap of $25 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 6.90% for SECR.
You are not choosing between two funds in isolation.
Whichever of IVV and SECR 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 SECR?
IVV has an expense ratio of 0.03% while SECR charges 0.28%. IVV is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, IVV or SECR?
Over the past year IVV returned +17.57% vs -0.57% for SECR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +19.14% vs +4.62% for SECR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SECR?
IVV has been the more volatile fund at 11.8% annualized versus 4.5% for SECR. Worst drawdown: IVV -18.8% vs SECR -4.7%.
Should I hold both IVV and SECR?
IVV and SECR have a monthly-return correlation of 0.28, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or SECR?
IVV yields 1.06% while SECR yields 6.90%, so SECR currently pays the higher dividend yield.
Is SECR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.