IVV vs SMQ

IVV vs SMQ

Which is better, IVV or SMQ?

Large Cap Blend against Trading-Inverse Equity.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVSMQ
Expense Ratio0.03%Best1.50%
AUM$876.4B$782,584.52
Dividend Yield1.06%0.30%
Holdings5084
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Inverse Equity
InceptionMay 15, 2000Nov 28, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 91 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 10, 2026 and SMQ through Jun 11, 2026.

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 1.06% against 0.30% for SMQ.

You are not choosing between two funds in isolation.

Whichever of IVV and SMQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSMQ

Free for up to 10 holdings. No account needed.

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, by $147 a year on a $10,000 investment.

Which pays a higher dividend, IVV or SMQ?

IVV yields 1.06% while SMQ yields 0.30%, so IVV currently pays the higher dividend yield.

Is SMQ better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.