IVV vs SMYY

IVV vs SMYY
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSMYYWinner
Expense Ratio0.03%1.07%
AUM$907.0B$7M
Dividend Yield1.10%215.55%
Holdings5088
YTD Return+12.71%-12.69%
1Y Return+21.89%-31.99%
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-38.3%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Sep 30, 2025

IVV vs SMYY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST SMCI ETF (SMYY) is a ETF from GraniteShares. Over the past year IVV returned +21.89% while SMYY returned -31.99%. Year to date, IVV is up 12.71% versus a loss of 12.69% for SMYY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -38.3% for SMYY. 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 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 1.10% against 215.55% for SMYY.

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. On a $10,000 investment, that is $104 per year of difference.

Which performed better, IVV or SMYY?

Over the past year IVV returned +21.89% vs -31.99% for SMYY, so IVV leads on 1-year performance. Past performance does not guarantee future results.

Which pays a higher dividend, IVV or SMYY?

IVV yields 1.10% while SMYY yields 215.55%, so SMYY currently pays the higher dividend yield.

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