IVV vs SLVX

IVV vs SLVX
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSLVXWinner
Expense Ratio0.03%1.16%
AUM$907.0B$6M
Dividend Yield1.10%13.35%
Holdings50850
YTD Return+14.29%-18.39%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-45.9%
Fund FamilyiShares by BlackRock (US)XFunds
CategoryEquityAlternative
InceptionMay 15, 2000Feb 18, 2026

IVV vs SLVX Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nicholas Silver Income ETF (SLVX) is a ETF from XFunds. Year to date, IVV is up 14.29% versus a loss of 18.39% for SLVX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -45.9% for SLVX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while SLVX charges 1.16%. On a $10,000 position that is $3 vs $116 annually, a gap of $113 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 13.35% for SLVX.

Holdings Overlap

0.0%overlap

IVV and SLVX share 0 holdings out of 519 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 SLVX?

IVV has an expense ratio of 0.03% while SLVX charges 1.16%. IVV is the cheaper option. On a $10,000 investment, that is $113 per year of difference.

What is the holdings overlap between IVV and SLVX?

IVV and SLVX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, IVV or SLVX?

IVV yields 1.10% while SLVX yields 13.35%, so SLVX currently pays the higher dividend yield.

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