IVV vs SLVR

IVV vs SLVR

Which is better, IVV or SLVR?

Large Cap Blend against Silver.

IVV has a lower expense ratio. SLVR led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 73.5%.

Lower Fees: IVVHigher Returns: SLVRLess Concentrated: IVV

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

MetricIVVSLVR
Expense Ratio0.03%Best0.65%
AUM$886.7B$807M
Dividend Yield1.10%4.30%
Holdings50878
YTD Return+13.39%+13.80%Best
1Y Return+20.08%+83.26%Best
3Y Return (annualized)+21.29%-
5Y Return (annualized)+12.88%-
Volatility (annualized)12.9%Best53.4%
Max Drawdown-18.8%Best-43.7%
$10,000 over 1.6 years$13,152$29,942Best
Top 10 Weight37.9%Best73.5%
Fund FamilyiShares by BlackRock (US)Sprott ETFS
CategoryEquityCommodity
StyleLarge Cap BlendSilver
InceptionMay 15, 2000Jan 14, 2025

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 15, 2025 to Sep 4, 2026 (1.6 years).

IVV vs SLVR 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 1.6 years both funds cover.

IVV vs SLVR Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Sprott Silver Miners & Physical Silver ETF (SLVR) is an ETF from Sprott ETFS. Over the past year IVV returned +20.08% while SLVR returned +83.26%. Year to date, IVV is up 13.39% versus a gain of 13.80% for SLVR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SLVR has been the more volatile fund, with annualized monthly volatility of 53.4% compared with 12.9% 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 -18.8% for IVV and -43.7% for SLVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.28. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while SLVR charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.30% for SLVR.

Holdings Overlap

We hold position weights for 504 holdings in IVV and 76 in SLVR, totalling 100.0% and 99.7% 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 504 positions we hold weights for in IVV and 76 in SLVR, against full books of 508 and 78.

What only one of them owns

Our book lists 5 positions for SLVR that do not appear in our book for IVV (4.7% of the fund), and 493 for IVV that do not appear in SLVR (99.2%).

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 SLVR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSLVR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SLVR?

IVV has an expense ratio of 0.03% while SLVR charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, IVV or SLVR?

Over the past year IVV returned +20.08% vs +83.26% for SLVR, so SLVR leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.68% vs +98.46% for SLVR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SLVR?

SLVR has been the more volatile fund at 53.4% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs SLVR -43.7%.

Should I hold both IVV and SLVR?

IVV and SLVR have a monthly-return correlation of 0.28, 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 SLVR?

IVV yields 1.10% while SLVR yields 4.30%, so SLVR currently pays the higher dividend yield.

Is SLVR better than IVV?

IVV has a lower expense ratio. SLVR led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 73.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.