IVV vs SEMG
iShares Core S&P 500 ETF vs Suncoast Select Growth 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 | SEMG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $865.2B | $63M | |
| Dividend Yield | 1.09% | 0.05% | |
| Holdings | 508 | 22 | |
| 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 Family | iShares by BlackRock (US) | Suncoast Equity Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 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
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.
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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