IVV vs SLJY

IVV vs SLJY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV has a lower expense ratio. SLJY delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: SLJYMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSLJYWinner
Expense Ratio0.03%0.76%
AUM$907.0B$65M
Dividend Yield1.10%27.44%
Holdings50858
YTD Return+12.28%+13.71%
1Y Return+20.94%+59.24%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%48.5%
Max Drawdown-56.5%-35.2%
Fund FamilyiShares by BlackRock (US)Amplify ETFs
CategoryEquityAlternative
InceptionMay 15, 2000Aug 19, 2025

IVV vs SLJY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) is a ETF from Amplify ETFs. Over the past year IVV returned +20.94% while SLJY returned +59.24%. Year to date, IVV is up 12.28% versus a gain of 13.71% for SLJY.

Risk: Volatility and Drawdowns

SLJY has been the more volatile fund, with annualized monthly volatility of 48.5% 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 -35.2% for SLJY. 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while SLJY charges 0.76%. On a $10,000 position that is $3 vs $76 annually, a gap of $73 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 27.44% for SLJY.

Holdings Overlap

0.0%overlap

IVV and SLJY share 0 holdings out of 525 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 SLJY?

IVV has an expense ratio of 0.03% while SLJY charges 0.76%. IVV is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, IVV or SLJY?

Over the past year IVV returned +20.94% vs +59.24% for SLJY, so SLJY leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.98% vs +61.85% for SLJY. Past performance does not guarantee future results.

Which is riskier, IVV or SLJY?

SLJY has been the more volatile fund at 48.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SLJY -35.2%.

Should I hold both IVV and SLJY?

IVV and SLJY have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SLJY?

IVV and SLJY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, IVV or SLJY?

IVV yields 1.10% while SLJY yields 27.44%, so SLJY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free