IVV vs SEMG

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

MetricIVVSEMGWinner
Expense Ratio0.03%0.60%
AUM$865.2B$63M
Dividend Yield1.09%0.05%
Holdings50822
YTD Return+13.72%+3.24%
1Y Return+21.64%+7.24%
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%12.1%
Max Drawdown-56.5%-15.8%
Fund FamilyiShares by BlackRock (US)Suncoast Equity Management
CategoryEquityEquity
InceptionMay 15, 2000May 14, 2025

IVV vs SEMG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Suncoast Select Growth ETF (SEMG) is a ETF from Suncoast Equity Management. Over the past year IVV returned +21.64% while SEMG returned +7.24%. Year to date, IVV is up 13.72% versus a gain of 3.24% for SEMG.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.1% for SEMG. 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 -15.8% for SEMG. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SEMG charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.05% for SEMG.

Holdings Overlap

30.9%overlap

IVV and SEMG share 20 holdings out of 507 unique holdings combined, representing a 30.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SEMGDifference
NVDA7.76%10.27%2.51%
GOOGL3.15%12.96%9.81%
MSFT4.57%7.69%3.12%
AAPLProProPro
AVGOProProPro
BKNGProProPro
VProProPro
METAProProPro
LLYProProPro
MCKProProPro
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Frequently Asked Questions

Which is cheaper, IVV or SEMG?

IVV has an expense ratio of 0.03% while SEMG charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, IVV or SEMG?

Over the past year IVV returned +21.64% vs +7.24% for SEMG, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +8.58% for SEMG. Past performance does not guarantee future results.

Which is riskier, IVV or SEMG?

IVV has been the more volatile fund at 15.1% annualized versus 12.1% for SEMG. Worst drawdown: IVV -56.5% vs SEMG -15.8%.

Should I hold both IVV and SEMG?

IVV and SEMG have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SEMG?

IVV and SEMG share 20 common holdings with a 30.9% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, IVV or SEMG?

IVV yields 1.09% while SEMG yields 0.05%, so IVV currently pays the higher dividend yield.

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