IVV vs SKOR
iShares Core S&P 500 ETF vs FlexShares Credit-Scored US Corporate Bond Index Fund
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. SKOR offers more diversification with 1,651 holdings.
Side-by-Side Comparison
| Metric | IVV | SKOR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $907.0B | $738M | |
| Dividend Yield | 1.10% | 4.71% | |
| Holdings | 508 | 1,651 | |
| YTD Return | +14.29% | +0.40% | |
| 1Y Return | +21.79% | +2.83% | |
| 3Y Return (annualized) | +22.19% | +6.03% | |
| 5Y Return (annualized) | +13.28% | +1.62% | |
| Volatility (annualized) | 15.1% | 4.5% | |
| Max Drawdown | -56.5% | -16.0% | |
| Fund Family | iShares by BlackRock (US) | Flexshares Trust | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Nov 12, 2014 |
IVV vs SKOR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) is a ETF from Flexshares Trust. Over the past year IVV returned +21.79% while SKOR returned +2.83%. Year to date, IVV is up 14.29% versus a gain of 0.40% for SKOR.
Over three years, IVV compounded at +22.19% per year against +6.03% for SKOR; over five years the annualized figures are +13.28% and +1.62% respectively. Across the full 12-year window we track, IVV has the edge at +7.06% annualized vs +1.46%. 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 4.5% for SKOR. 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 -16.0% for SKOR. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SKOR charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.71% for SKOR.
Holdings Overlap
IVV and SKOR share 3 holdings out of 2014 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SKOR?
IVV has an expense ratio of 0.03% while SKOR charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, IVV or SKOR?
Over the past year IVV returned +21.79% vs +2.83% for SKOR, so IVV leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +7.06% vs +1.46% for SKOR. Past performance does not guarantee future results.
Which is riskier, IVV or SKOR?
IVV has been the more volatile fund at 15.1% annualized versus 4.5% for SKOR. Worst drawdown: IVV -56.5% vs SKOR -16.0%.
Should I hold both IVV and SKOR?
IVV and SKOR have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SKOR?
IVV and SKOR share 3 common holdings with a 0.2% weight overlap. Combined, they hold 2014 unique securities.
Which pays a higher dividend, IVV or SKOR?
IVV yields 1.10% while SKOR yields 4.71%, so SKOR currently pays the higher dividend yield.
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