IVV vs SMYY

IVV vs SMYY

Which is better, IVV or SMYY?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): 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

MetricIVVSMYY
Expense Ratio0.03%Best1.07%
AUM$876.4B$6M
Dividend Yield1.06%225.25%
Holdings5088
YTD Return+12.51%Best-9.99%
1Y Return+17.57%Best-29.89%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Volatility (annualized)13.3%Best26.9%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Sep 30, 2025

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs SMYY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs SMYY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST SMCI ETF (SMYY) is an ETF from GraniteShares. Over the past year IVV returned +17.57% while SMYY returned -29.89%. Year to date, IVV is up 12.51% versus a loss of 9.99% for SMYY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMYY has been the more volatile fund, with annualized monthly volatility of 26.9% compared with 13.3% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while SMYY charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 225.25% for SMYY.

You are not choosing between two funds in isolation.

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

IVVSMYY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SMYY?

IVV has an expense ratio of 0.03% while SMYY charges 1.07%. IVV is the cheaper option, by $104 a year on a $10,000 investment.

Which performed better, IVV or SMYY?

Over the past year IVV returned +17.57% vs -29.89% for SMYY, 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 SMYY?

SMYY has been the more volatile fund at 26.9% annualized versus 13.3% for IVV.

Should I hold both IVV and SMYY?

IVV and SMYY have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or SMYY?

IVV yields 1.06% while SMYY yields 225.25%, so SMYY currently pays the higher dividend yield.

Is SMYY better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.