IVV vs SGDJ
iShares Core S&P 500 ETF vs Sprott Junior Gold Miners ETF
Which is better, IVV or SGDJ?
Large Cap Blend against Small Cap Growth.
IVV has a lower expense ratio. SGDJ led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 46.4%.
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 | SGDJ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $362M |
| Dividend Yield | 1.06% | 7.12% |
| Holdings | 508 | 31 |
| YTD Return | +11.57% | +15.48%Best |
| 1Y Return | +17.57% | +67.72%Best |
| 3Y Return (annualized) | +20.71% | +62.37%Best |
| 5Y Return (annualized) | +12.80% | +25.44%Best |
| Volatility (annualized) | 15.1%Best | 40.8% |
| Max Drawdown | -33.9%Best | -59.3% |
| $10,000 over 5 years | $18,262 | $31,058Best |
| Top 10 Weight | 37.9%Best | 46.4% |
| Fund Family | iShares by BlackRock (US) | Sprott ETFS |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Growth |
| Inception | May 15, 2000 | Mar 31, 2015 |
Volatility and max drawdown are measured over the window both funds cover: Mar 31, 2015 to Sep 10, 2026 (11.4 years).
IVV vs SGDJ 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 11.4 years both funds cover.
IVV vs SGDJ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Sprott Junior Gold Miners ETF (SGDJ) is an ETF from Sprott ETFS. Over the past year IVV returned +17.57% while SGDJ returned +67.72%. Year to date, IVV is up 11.57% versus a gain of 15.48% for SGDJ.
Over three years, IVV compounded at +20.71% per year against +62.37% for SGDJ; over five years the annualized figures are +12.80% and +25.44% respectively. Across the full 11-year window we track, SGDJ has the edge at +15.90% annualized vs +12.77%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SGDJ has been the more volatile fund, with annualized monthly volatility of 40.8% 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 -33.9% for IVV and -59.3% for SGDJ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.
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 1.06% against 7.12% for SGDJ.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 30 in SGDJ, totalling 100.0% and 99.9% 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 505 positions we hold weights for in IVV and 30 in SGDJ, against full books of 508 and 31.
What only one of them owns
Our book lists 0 positions for SGDJ that do not appear in our book for IVV (0.0% of the fund), and 495 for IVV that do not appear in SGDJ (99.3%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and SGDJ 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 SGDJ?
IVV has an expense ratio of 0.03% while SGDJ charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or SGDJ?
Over the past year IVV returned +17.57% vs +67.72% for SGDJ, so SGDJ leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +12.77% vs +15.90% for SGDJ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SGDJ?
SGDJ has been the more volatile fund at 40.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -33.9% vs SGDJ -59.3%.
Should I hold both IVV and SGDJ?
IVV and SGDJ have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or SGDJ?
IVV yields 1.06% while SGDJ yields 7.12%, so SGDJ currently pays the higher dividend yield.
Is SGDJ better than IVV?
IVV has a lower expense ratio. SGDJ led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 46.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.