IVV vs SMCO

IVV vs SMCO

Which is better, IVV or SMCO?

Large Cap Blend against Mid Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window. SMCO is less concentrated, with 23.8% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: SMCO

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

MetricIVVSMCO
Expense Ratio0.03%Best0.55%
AUM$876.4B$137M
Dividend Yield1.06%0.94%
Holdings50865
YTD Return+11.03%Best+3.04%
1Y Return+15.62%Best+5.41%
3Y Return (annualized)+20.81%-
5Y Return (annualized)+12.61%-
Volatility (annualized)11.9%Best16.0%
Max Drawdown-18.8%Best-22.7%
$10,000 over 2.8 years$17,199Best$14,196
Top 10 Weight37.8%23.8%Best
Fund FamilyiShares by BlackRock (US)Hilton Capital Management
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 15, 2000Nov 28, 2023

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 29, 2023 to Sep 16, 2026 (2.8 years).

IVV vs SMCO 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 2.8 years both funds cover.

IVV vs SMCO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Hilton Small-MidCap Opportunity ETF (SMCO) is an ETF from Hilton Capital Management. Over the past year IVV returned +15.62% while SMCO returned +5.41%. Year to date, IVV is up 11.03% versus a gain of 3.04% for SMCO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMCO has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 11.9% 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 -22.7% for SMCO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SMCO charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.94% for SMCO.

Holdings Overlap

IVV already in SMCO0.6%
SMCO already in IVV23.4%

0.6% of IVV's money is in holdings SMCO also owns. 23.4% of SMCO's money is in holdings IVV also owns.

SMCO and IVV share little of their money.

14 positions in common, counted across the 490 positions we hold weights for in IVV and 65 in SMCO, against full books of 508 and 65.

What only one of them owns

Our book lists 50 positions for SMCO that do not appear in our book for IVV (74.5% of the fund), and 469 for IVV that do not appear in SMCO (98.1%).

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.

Top Shared Holdings

StockWeight in IVVWeight in SMCODifference
WSTWest Pharmaceutical Services Inc0.04%2.47%2.43%
EQTEQT Corp.0.05%2.46%2.41%
TDYTeledyne Technologies Inc0.04%2.33%2.29%
STE:IESteris Plc Ordinary Shares0.03%2.20%2.17%
JKHYJack Henry & Associates Inc0.02%1.93%1.91%
JJacobs Engineering Group Inc.0.03%1.73%1.70%
AKAMAkamai Technologies Inc.0.02%1.73%1.71%
EMEEmcor Group Inc0.05%1.68%1.63%
CIENCiena Corp0.08%1.30%1.22%
DVNDevon Energy Corporation0.08%1.30%1.22%

23.4% of SMCO is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVSMCO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SMCO?

IVV has an expense ratio of 0.03% while SMCO charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, IVV or SMCO?

Over the past year IVV returned +15.62% vs +5.41% for SMCO, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SMCO?

SMCO has been the more volatile fund at 16.0% annualized versus 11.9% for IVV. Worst drawdown: IVV -18.8% vs SMCO -22.7%.

Should I hold both IVV and SMCO?

IVV and SMCO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and SMCO?

23.4% of SMCO's money is in holdings IVV also owns. 23.4% of SMCO's is in holdings IVV also owns. They hold 14 positions in common, counted across the 490 positions we hold weights for in IVV and 65 in SMCO.

Which pays a higher dividend, IVV or SMCO?

IVV yields 1.06% while SMCO yields 0.94%, so IVV currently pays the higher dividend yield.

Is SMCO better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. SMCO is less concentrated, with 23.8% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.