IVV vs SGDJ
iShares Core S&P 500 ETF vs Sprott Junior Gold Miners ETF
Quick Verdict
IVV has a lower expense ratio. SGDJ delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SGDJ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $907.0B | $341M | |
| Dividend Yield | 1.10% | 9.55% | |
| Holdings | 508 | 31 | |
| YTD Return | +12.71% | +21.07% | |
| 1Y Return | +21.89% | +103.88% | |
| 3Y Return (annualized) | +22.08% | +65.14% | |
| 5Y Return (annualized) | +12.96% | +25.91% | |
| Volatility (annualized) | 15.1% | 41.2% | |
| Max Drawdown | -56.5% | -59.3% | |
| Fund Family | iShares by BlackRock (US) | Sprott ETFS | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 31, 2015 |
IVV vs SGDJ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Sprott Junior Gold Miners ETF (SGDJ) is a ETF from Sprott ETFS. Over the past year IVV returned +21.89% while SGDJ returned +103.88%. Year to date, IVV is up 12.71% versus a gain of 21.07% for SGDJ.
Over three years, IVV compounded at +22.08% per year against +65.14% for SGDJ; over five years the annualized figures are +12.96% and +25.91% respectively. Across the full 11-year window we track, SGDJ has the edge at +16.46% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SGDJ has been the more volatile fund, with annualized monthly volatility of 41.2% compared with 15.1% for IVV. 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 -59.3% for SGDJ. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SGDJ charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 9.55% for SGDJ.
Holdings Overlap
IVV and SGDJ share 0 holdings out of 535 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SGDJ?
IVV has an expense ratio of 0.03% while SGDJ charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or SGDJ?
Over the past year IVV returned +21.89% vs +103.88% for SGDJ, so SGDJ leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +7.00% vs +16.46% for SGDJ. Past performance does not guarantee future results.
Which is riskier, IVV or SGDJ?
SGDJ has been the more volatile fund at 41.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SGDJ -59.3%.
Should I hold both IVV and SGDJ?
IVV and SGDJ have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SGDJ?
IVV and SGDJ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, IVV or SGDJ?
IVV yields 1.10% while SGDJ yields 9.55%, so SGDJ currently pays the higher dividend yield.
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