IVV vs SFTX
iShares Core S&P 500 ETF vs Horizon International Managed Risk ETF
Which is better, IVV or SFTX?
IVV costs less.
IVV has a lower expense ratio. SFTX is less concentrated, with 20.8% of the fund in its ten largest positions against 37.8%.
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 | SFTX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.82% |
| AUM | $876.4B | $773M |
| Dividend Yield | 1.06% | 0.20% |
| Holdings | 508 | 283 |
| YTD Return | +12.39% | +18.57%Best |
| 1Y Return | +16.61% | - |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Top 10 Weight | 37.8% | 20.8%Best |
| Fund Family | iShares by BlackRock (US) | Horizon Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Dec 2, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs SFTX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs SFTX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Horizon International Managed Risk ETF (SFTX) is an ETF from Horizon Funds. Year to date, IVV is up 12.39% versus a gain of 18.57% for SFTX.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while SFTX charges 0.82%. On a $10,000 position that is $3 vs $82 annually, a gap of $79 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.20% for SFTX.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 283 in SFTX, totalling 99.3% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 283 in SFTX, against full books of 508 and 283.
What only one of them owns
Our book lists 7 positions for SFTX that do not appear in our book for IVV (4.0% of the fund), and 482 for IVV that do not appear in SFTX (98.6%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and SFTX 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 SFTX?
IVV has an expense ratio of 0.03% while SFTX charges 0.82%. IVV is the cheaper option, by $79 a year on a $10,000 investment.
Which pays a higher dividend, IVV or SFTX?
IVV yields 1.06% while SFTX yields 0.20%, so IVV currently pays the higher dividend yield.
Is SFTX better than IVV?
IVV has a lower expense ratio. SFTX is less concentrated, with 20.8% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.