IVV vs SEMG
iShares Core S&P 500 ETF vs Suncoast Select Growth ETF
Which is better, IVV or SEMG?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 65.0%.
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 | SEMG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $886.7B | $64M |
| Dividend Yield | 1.10% | 0.05% |
| Holdings | 508 | 26 |
| YTD Return | +12.70%Best | +1.07% |
| 1Y Return | +19.36%Best | +3.44% |
| 3Y Return (annualized) | +21.16% | - |
| 5Y Return (annualized) | +12.75% | - |
| Volatility (annualized) | 11.9% | 11.6%Best |
| Max Drawdown | -8.9%Best | -15.8% |
| $10,000 over 1.3 years | $13,173Best | $10,833 |
| Top 10 Weight | 37.9%Best | 65.0% |
| Fund Family | iShares by BlackRock (US) | Suncoast Equity Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | May 14, 2025 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 14, 2025 to Sep 8, 2026 (1.3 years).
IVV vs SEMG 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 1.3 years both funds cover.
IVV vs SEMG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Suncoast Select Growth ETF (SEMG) is an ETF from Suncoast Equity Management. Over the past year IVV returned +19.36% while SEMG returned +3.44%. Year to date, IVV is up 12.70% versus a gain of 1.07% for SEMG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 11.6% 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 -8.9% for IVV and -15.8% for SEMG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.10% against 0.05% for SEMG.
Holdings Overlap
34.9% of IVV's money is in holdings SEMG also owns. 88.6% of SEMG's money is in holdings IVV also owns.
Most of SEMG is already inside IVV. Owning both mostly buys the same companies twice.
19 positions in common, counted across the 504 positions we hold weights for in IVV and 24 in SEMG, against full books of 508 and 26.
What only one of them owns
Our book lists 2 positions for SEMG that do not appear in our book for IVV (6.1% of the fund), and 473 for IVV that do not appear in SEMG (64.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SEMG | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 11.34% | 3.36% |
| GOOGL Alphabet Inc. Class A | 3.19% | 11.21% | 8.02% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.44% | 8.26% | 2.82% |
| AAPLApple Inc Ord | 6.86% | 4.81% | 2.05% |
| AVGOBroadcom Inc | 2.98% | 5.20% | 2.22% |
| V'visa Inc., Class 'a'' | 0.92% | 6.04% | 5.12% |
| LLYEli Lilly & Co. | 1.39% | 4.81% | 3.42% |
| METAMeta Platform Inc | 1.94% | 2.92% | 0.98% |
| MAMastercard Inc | 0.69% | 4.12% | 3.43% |
| MCKMckesson Corp. | 0.16% | 4.64% | 4.48% |
88.6% of SEMG is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $57 a year on a $10,000 investment.
Which performed better, IVV or SEMG?
Over the past year IVV returned +19.36% vs +3.44% for SEMG, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +23.61% vs +6.35% for SEMG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SEMG?
IVV has been the more volatile fund at 11.9% annualized versus 11.6% for SEMG. Worst drawdown: IVV -8.9% vs SEMG -15.8%.
Should I hold both IVV and SEMG?
IVV and SEMG have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SEMG?
88.6% of SEMG's money is in holdings IVV also owns. 88.6% of SEMG's is in holdings IVV also owns. They hold 19 positions in common, counted across the 504 positions we hold weights for in IVV and 24 in SEMG.
Which pays a higher dividend, IVV or SEMG?
IVV yields 1.10% while SEMG yields 0.05%, so IVV currently pays the higher dividend yield.
Is SEMG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 65.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.