IVV vs SLDR
iShares Core S&P 500 ETF vs Global X Short-Term Treasury Ladder ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SLDR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.12% | |
| AUM | $907.0B | $38M | |
| Dividend Yield | 1.10% | 3.69% | |
| Holdings | 508 | 85 | |
| YTD Return | +12.28% | +0.95% | |
| 1Y Return | +20.94% | +2.66% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 1.0% | |
| Max Drawdown | -56.5% | -0.9% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 9, 2024 |
IVV vs SLDR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Short-Term Treasury Ladder ETF (SLDR) is a ETF from Global X by mirae Asset. Over the past year IVV returned +20.94% while SLDR returned +2.66%. Year to date, IVV is up 12.28% versus a gain of 0.95% for SLDR.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.0% for SLDR. 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 -0.9% for SLDR. 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SLDR charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.69% for SLDR.
Frequently Asked Questions
Which is cheaper, IVV or SLDR?
IVV has an expense ratio of 0.03% while SLDR charges 0.12%. IVV is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, IVV or SLDR?
Over the past year IVV returned +20.94% vs +2.66% for SLDR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +2.83% for SLDR. Past performance does not guarantee future results.
Which is riskier, IVV or SLDR?
IVV has been the more volatile fund at 15.1% annualized versus 1.0% for SLDR. Worst drawdown: IVV -56.5% vs SLDR -0.9%.
Should I hold both IVV and SLDR?
IVV and SLDR have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or SLDR?
IVV yields 1.10% while SLDR yields 3.69%, so SLDR currently pays the higher dividend yield.
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