IVV vs SIXS
iShares Core S&P 500 ETF vs ETC 6 Meridian Small Cap Equity ETF
Which is better, IVV or SIXS?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. SIXS is less concentrated, with 19.4% of the fund in its ten largest positions against 37.9%.
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 | SIXS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $886.7B | $145M |
| Dividend Yield | 1.10% | 1.79% |
| Holdings | 508 | 84 |
| YTD Return | +13.39% | +17.07%Best |
| 1Y Return | +20.08%Best | +17.24% |
| 3Y Return (annualized) | +21.29%Best | +12.81% |
| 5Y Return (annualized) | +12.88%Best | +5.64% |
| Volatility (annualized) | 15.4%Best | 17.4% |
| Max Drawdown | -24.5%Best | -27.7% |
| $10,000 over 5 years | $18,327Best | $13,157 |
| Top 10 Weight | 37.9% | 19.4%Best |
| Fund Family | iShares by BlackRock (US) | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | May 11, 2020 |
Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Sep 4, 2026 (6.3 years).
IVV vs SIXS 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 6.3 years both funds cover.
IVV vs SIXS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ETC 6 Meridian Small Cap Equity ETF (SIXS) is an ETF from 6 Meridian ETF. Over the past year IVV returned +20.08% while SIXS returned +17.24%. Year to date, IVV is up 13.39% versus a gain of 17.07% for SIXS.
Over three years, IVV compounded at +21.29% per year against +12.81% for SIXS; over five years the annualized figures are +12.88% and +5.64% respectively. Across the full 6-year window we track, IVV has the edge at +18.02% annualized vs +15.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SIXS has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.4% 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 -24.5% for IVV and -27.7% for SIXS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
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 1.10% against 1.79% for SIXS.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 84 in SIXS, totalling 100.0% and 100.0% 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 84 in SIXS, against full books of 508 and 84.
What only one of them owns
Our book lists 81 positions for SIXS that do not appear in our book for IVV (97.2% of the fund), and 497 for IVV that do not appear in SIXS (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 SIXS 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 SIXS?
IVV has an expense ratio of 0.03% while SIXS charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or SIXS?
Over the past year IVV returned +20.08% vs +17.24% for SIXS, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +18.02% vs +15.04% for SIXS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SIXS?
SIXS has been the more volatile fund at 17.4% annualized versus 15.4% for IVV. Worst drawdown: IVV -24.5% vs SIXS -27.7%.
Should I hold both IVV and SIXS?
IVV and SIXS have a monthly-return correlation of 0.65, 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 SIXS?
IVV yields 1.10% while SIXS yields 1.79%, so SIXS currently pays the higher dividend yield.
Is SIXS better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. SIXS is less concentrated, with 19.4% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.