IVV vs SIXS
iShares Core S&P 500 ETF vs ETC 6 Meridian Small Cap Equity ETF
Quick Verdict
IVV has a lower expense ratio. SIXS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SIXS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $865.2B | $141M | |
| Dividend Yield | 1.09% | 1.72% | |
| Holdings | 508 | 84 | |
| YTD Return | +13.43% | +17.00% | |
| 1Y Return | +22.61% | +24.32% | |
| 3Y Return (annualized) | +21.47% | +11.76% | |
| 5Y Return (annualized) | +13.26% | +5.52% | |
| Volatility (annualized) | 15.1% | 17.5% | |
| Max Drawdown | -56.5% | -27.7% | |
| Fund Family | iShares by BlackRock (US) | 6 Meridian ETF | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 11, 2020 |
IVV vs SIXS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ETC 6 Meridian Small Cap Equity ETF (SIXS) is a ETF from 6 Meridian ETF. Over the past year IVV returned +22.61% while SIXS returned +24.32%. Year to date, IVV is up 13.43% versus a gain of 17.00% for SIXS.
Over three years, IVV compounded at +21.47% per year against +11.76% for SIXS; over five years the annualized figures are +13.26% and +5.52% respectively. Across the full 6-year window we track, SIXS has the edge at +15.20% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SIXS has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -27.7% for SIXS. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SIXS 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 1.09% against 1.72% for SIXS.
Holdings Overlap
IVV and SIXS share 0 holdings out of 588 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 SIXS?
IVV has an expense ratio of 0.03% while SIXS 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 SIXS?
Over the past year IVV returned +22.61% vs +24.32% for SIXS, so SIXS leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.03% vs +15.20% for SIXS. Past performance does not guarantee future results.
Which is riskier, IVV or SIXS?
SIXS has been the more volatile fund at 17.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SIXS -27.7%.
Should I hold both IVV and SIXS?
IVV and SIXS have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SIXS?
IVV and SIXS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, IVV or SIXS?
IVV yields 1.09% while SIXS yields 1.72%, so SIXS currently pays the higher dividend yield.
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