IVV vs SLVR

IVV vs SLVR
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Quick Verdict

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

Lower Fees: IVVHigher Returns: SLVRMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSLVRWinner
Expense Ratio0.03%0.65%
AUM$907.0B$747M
Dividend Yield1.10%4.30%
Holdings50878
YTD Return+12.96%+2.64%
1Y Return+20.70%+80.40%
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.40%-
Volatility (annualized)15.1%51.9%
Max Drawdown-56.5%-43.7%
Fund FamilyiShares by BlackRock (US)Sprott ETFS
CategoryEquityCommodity
InceptionMay 15, 2000Jan 14, 2025

IVV vs SLVR Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Sprott Silver Miners & Physical Silver ETF (SLVR) is a ETF from Sprott ETFS. Over the past year IVV returned +20.70% while SLVR returned +80.40%. Year to date, IVV is up 12.96% versus a gain of 2.64% for SLVR.

Risk: Volatility and Drawdowns

SLVR has been the more volatile fund, with annualized monthly volatility of 51.9% 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 -43.7% for SLVR. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

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

0.0%overlap

IVV and SLVR share 0 holdings out of 581 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 SLVR?

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

Which performed better, IVV or SLVR?

Over the past year IVV returned +20.70% vs +80.40% for SLVR, so SLVR leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.01% vs +89.76% for SLVR. Past performance does not guarantee future results.

Which is riskier, IVV or SLVR?

SLVR has been the more volatile fund at 51.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SLVR -43.7%.

Should I hold both IVV and SLVR?

IVV and SLVR have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SLVR?

IVV and SLVR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 581 unique securities.

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.

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