IVV vs SKYY

IVV vs SKYY

Which is better, IVV or SKYY?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y and 5Y, SKYY over 3Y and the full window. SKYY is less concentrated, with 33.0% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: SKYY

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

MetricIVVSKYY
Expense Ratio0.03%Best0.60%
AUM$876.4B$3.3B
Dividend Yield1.06%0.00%
Holdings508128
YTD Return+11.57%+22.57%Best
1Y Return+17.57%Best+16.27%
3Y Return (annualized)+20.71%+24.26%Best
5Y Return (annualized)+12.80%Best+7.56%
Volatility (annualized)14.3%Best21.6%
Max Drawdown-33.9%Best-53.2%
$10,000 over 5 years$18,262Best$14,396
Top 10 Weight37.9%33.0%Best
Fund FamilyiShares by BlackRock (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Jul 6, 2011

Volatility and max drawdown are measured over the window both funds cover: Jul 6, 2011 to Sep 10, 2026 (15.2 years).

IVV vs SKYY 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 15.2 years both funds cover.

IVV vs SKYY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and First Trust Cloud Computing ETF (SKYY) is an ETF from First Trust Portfolios (US). Over the past year IVV returned +17.57% while SKYY returned +16.27%. Year to date, IVV is up 11.57% versus a gain of 22.57% for SKYY.

Over three years, IVV compounded at +20.71% per year against +24.26% for SKYY; over five years the annualized figures are +12.80% and +7.56% respectively. Across the full 15-year window we track, SKYY has the edge at +14.71% annualized vs +12.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SKYY has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 14.3% 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 -53.2% for SKYY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SKYY charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for SKYY.

Holdings Overlap

IVV already in SKYY16.7%
SKYY already in IVV38.0%

16.7% of IVV's money is in holdings SKYY also owns. 38.0% of SKYY's money is in holdings IVV also owns.

The two portfolios partly overlap.

22 positions in common, counted across the 505 positions we hold weights for in IVV and 63 in SKYY, against full books of 508 and 128.

What only one of them owns

Our book lists 35 positions for SKYY that do not appear in our book for IVV (52.8% of the fund), and 473 for IVV that do not appear in SKYY (82.7%).

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.

Top Shared Holdings

StockWeight in IVVWeight in SKYYDifference
MSFTMicrosoft Corp 4.100 Feb 06 375.44%3.60%1.84%
AMZNAmazon.Com Inc4.01%3.06%0.95%
GOOGLAlphabet A Usd 0.0013.19%2.85%0.34%
ANETArista Networks Inc Common Stock0.31%3.92%3.61%
IBMInternational Business Machines Corp.0.33%2.51%2.18%
CSCOCisco Systems Inc. - Ordinary Shares0.72%1.95%1.23%
ORCLOracle Corp.0.37%2.11%1.74%
CRMSalesforce Inc.0.24%2.15%1.91%
NOWServicenow, Inc.0.18%1.90%1.72%
HPEHewlett Packard Enterprise Co.0.11%1.94%1.83%

38.0% of SKYY is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVSKYY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SKYY?

IVV has an expense ratio of 0.03% while SKYY charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, IVV or SKYY?

Over the past year IVV returned +17.57% vs +16.27% for SKYY, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +12.67% vs +14.71% for SKYY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SKYY?

SKYY has been the more volatile fund at 21.6% annualized versus 14.3% for IVV. Worst drawdown: IVV -33.9% vs SKYY -53.2%.

Should I hold both IVV and SKYY?

IVV and SKYY have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and SKYY?

38.0% of SKYY's money is in holdings IVV also owns. 38.0% of SKYY's is in holdings IVV also owns. They hold 22 positions in common, counted across the 505 positions we hold weights for in IVV and 63 in SKYY.

Which pays a higher dividend, IVV or SKYY?

IVV yields 1.06% while SKYY yields 0.00%, so IVV currently pays the higher dividend yield.

Is SKYY better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and 5Y, SKYY over 3Y and the full window. SKYY is less concentrated, with 33.0% 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.