IVV vs SMLF

Quick Verdict

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

Lower Fees: IVVHigher Returns: SMLFMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSMLFWinner
Expense Ratio0.03%0.15%
AUM$865.2B$4.1B
Dividend Yield1.09%0.99%
Holdings508934
YTD Return+14.50%+19.81%
1Y Return+22.02%+27.38%
3Y Return (annualized)+21.80%+19.50%
5Y Return (annualized)+13.37%+11.83%
Volatility (annualized)15.1%19.0%
Max Drawdown-56.5%-43.1%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 15, 2000Apr 28, 2015

IVV vs SMLF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares US Small-Cap Equity Factor ETF (SMLF) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +22.02% while SMLF returned +27.38%. Year to date, IVV is up 14.50% versus a gain of 19.81% for SMLF.

Over three years, IVV compounded at +21.80% per year against +19.50% for SMLF; over five years the annualized figures are +13.37% and +11.83% respectively. Across the full 11-year window we track, SMLF has the edge at +11.21% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMLF has been the more volatile fund, with annualized monthly volatility of 19.0% 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 -43.1% for SMLF. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SMLF charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.99% for SMLF.

Holdings Overlap

0.1%overlap

IVV and SMLF share 3 holdings out of 555 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SMLFDifference
WSM0.04%0.57%0.53%
ALB0.02%0.17%0.15%
BAX0.02%0.06%0.04%

Frequently Asked Questions

Which is cheaper, IVV or SMLF?

IVV has an expense ratio of 0.03% while SMLF charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, IVV or SMLF?

Over the past year IVV returned +22.02% vs +27.38% for SMLF, so SMLF leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +7.07% vs +11.21% for SMLF. Past performance does not guarantee future results.

Which is riskier, IVV or SMLF?

SMLF has been the more volatile fund at 19.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SMLF -43.1%.

Should I hold both IVV and SMLF?

IVV and SMLF have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SMLF?

IVV and SMLF share 3 common holdings with a 0.1% weight overlap. Combined, they hold 555 unique securities.

Which pays a higher dividend, IVV or SMLF?

IVV yields 1.09% while SMLF yields 0.99%, so IVV currently pays the higher dividend yield.

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