IVV vs SMCC

Quick Verdict

IVV has a lower expense ratio. SMCC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: SMCCMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSMCCWinner
Expense Ratio0.03%0.45%
AUM$865.2B$392,559.76
Dividend Yield1.09%79.29%
Holdings50812
YTD Return+13.43%+332.38%
1Y Return+22.61%+101.76%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-75.9%
Fund FamilyiShares by BlackRock (US)Corgi Strategies, LLC
CategoryEquityAlternative
InceptionMay 15, 2000Jun 30, 2026

IVV vs SMCC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Corgi SMCI 2x Daily ETF (SMCC) is a ETF from Corgi Strategies, LLC. Over the past year IVV returned +22.61% while SMCC returned +101.76%. Year to date, IVV is up 13.43% versus a gain of 332.38% for SMCC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -75.9% for SMCC. 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 SMCC charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 79.29% for SMCC.

Holdings Overlap

0.0%overlap

IVV and SMCC share 0 holdings out of 508 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 SMCC?

IVV has an expense ratio of 0.03% while SMCC charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, IVV or SMCC?

Over the past year IVV returned +22.61% vs +101.76% for SMCC, so SMCC leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between IVV and SMCC?

IVV and SMCC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, IVV or SMCC?

IVV yields 1.09% while SMCC yields 79.29%, so SMCC currently pays the higher dividend yield.

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