IVV vs SMQ

IVV vs SMQ
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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

MetricIVVSMQWinner
Expense Ratio0.03%1.50%
AUM$907.0B$782,584.52
Dividend Yield1.10%0.30%
Holdings5084
YTD Return+12.28%-22.25%
1Y Return+20.94%-
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-29.3%
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
InceptionMay 15, 2000Nov 28, 2025

IVV vs SMQ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 1X Short Innovation 100 Monthly ETF (SMQ) is a ETF from Tradr ETFs. Year to date, IVV is up 12.28% versus a loss of 22.25% for SMQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -29.3% for SMQ. 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 SMQ charges 1.50%. On a $10,000 position that is $3 vs $150 annually, a gap of $147 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.30% for SMQ.

Frequently Asked Questions

Which is cheaper, IVV or SMQ?

IVV has an expense ratio of 0.03% while SMQ charges 1.50%. IVV is the cheaper option. On a $10,000 investment, that is $147 per year of difference.

Which pays a higher dividend, IVV or SMQ?

IVV yields 1.10% while SMQ yields 0.30%, so IVV currently pays the higher dividend yield.

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