IVV vs SGLC
iShares Core S&P 500 ETF vs SGI US Large Cap Core ETF
Quick Verdict
IVV has a lower expense ratio. SGLC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SGLC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $865.2B | $200M | |
| Dividend Yield | 1.09% | 0.20% | |
| Holdings | 508 | 123 | |
| YTD Return | +13.43% | +18.53% | |
| 1Y Return | +22.61% | +30.08% | |
| 3Y Return (annualized) | +21.47% | +21.78% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 13.2% | |
| Max Drawdown | -56.5% | -20.2% | |
| Fund Family | iShares by BlackRock (US) | Summit Global Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 31, 2023 |
IVV vs SGLC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SGI US Large Cap Core ETF (SGLC) is a ETF from Summit Global Investments. Over the past year IVV returned +22.61% while SGLC returned +30.08%. Year to date, IVV is up 13.43% versus a gain of 18.53% for SGLC.
Over three years, IVV compounded at +21.47% per year against +21.78% for SGLC. Across the full 3-year window we track, SGLC has the edge at +22.79% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.2% for SGLC. 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 -20.2% for SGLC. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while SGLC charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.20% for SGLC.
Holdings Overlap
IVV and SGLC share 117 holdings out of 511 unique holdings combined, representing a 46.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SGLC?
IVV has an expense ratio of 0.03% while SGLC charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or SGLC?
Over the past year IVV returned +22.61% vs +30.08% for SGLC, so SGLC leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs +22.79% for SGLC. Past performance does not guarantee future results.
Which is riskier, IVV or SGLC?
IVV has been the more volatile fund at 15.1% annualized versus 13.2% for SGLC. Worst drawdown: IVV -56.5% vs SGLC -20.2%.
Should I hold both IVV and SGLC?
IVV and SGLC have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and SGLC?
IVV and SGLC share 117 common holdings with a 46.2% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or SGLC?
IVV yields 1.09% while SGLC yields 0.20%, so IVV currently pays the higher dividend yield.
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