IVV vs SELV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSELVWinner
Expense Ratio0.03%0.15%
AUM$865.2B$255M
Dividend Yield1.09%1.34%
Holdings50879
YTD Return+13.43%+8.15%
1Y Return+22.61%+12.23%
3Y Return (annualized)+21.47%+12.67%
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%11.9%
Max Drawdown-56.5%-13.7%
Fund FamilyiShares by BlackRock (US)SEI EXCHANGE TRADED FUNDS
CategoryEquityEquity
InceptionMay 15, 2000May 18, 2022

IVV vs SELV Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SEI QiM US Large Cap Low Volatility Active ETF (SELV) is a ETF from SEI EXCHANGE TRADED FUNDS. Over the past year IVV returned +22.61% while SELV returned +12.23%. Year to date, IVV is up 13.43% versus a gain of 8.15% for SELV.

Over three years, IVV compounded at +21.47% per year against +12.67% for SELV. Across the full 4-year window we track, SELV has the edge at +10.04% annualized vs +7.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.9% for SELV. 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 -13.7% for SELV. 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SELV charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.34% for SELV.

Holdings Overlap

19.4%overlap

IVV and SELV share 67 holdings out of 516 unique holdings combined, representing a 19.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SELVDifference
AAPL7.44%3.13%4.31%
MSFT4.57%2.09%2.48%
GOOG2.53%2.45%0.08%
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CSCOProProPro
WMTProProPro
VProProPro
GOOGLProProPro
MRKProProPro
CAHProProPro
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Frequently Asked Questions

Which is cheaper, IVV or SELV?

IVV has an expense ratio of 0.03% while SELV charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, IVV or SELV?

Over the past year IVV returned +22.61% vs +12.23% for SELV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs +10.04% for SELV. Past performance does not guarantee future results.

Which is riskier, IVV or SELV?

IVV has been the more volatile fund at 15.1% annualized versus 11.9% for SELV. Worst drawdown: IVV -56.5% vs SELV -13.7%.

Should I hold both IVV and SELV?

IVV and SELV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SELV?

IVV and SELV share 67 common holdings with a 19.4% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, IVV or SELV?

IVV yields 1.09% while SELV yields 1.34%, so SELV currently pays the higher dividend yield.

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