IVV vs SMZ

IVV vs SMZ

Which is better, IVV or SMZ?

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

MetricIVVSMZ
Expense Ratio0.03%Best1.49%
AUM$896.5B$971,406.62
Dividend Yield1.10%0.00%
Holdings5086
YTD Return+12.95%Best-20.20%
1Y Return+12.95%-
3Y Return (annualized)+24.66%-
5Y Return (annualized)+12.48%-
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Inverse Equity
InceptionMay 15, 2000Feb 10, 2026

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

IVV vs SMZ 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 SMZ Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 2X Short SMR Daily ETF (SMZ) is an ETF from Tradr ETFs. Year to date, IVV is up 12.95% versus a loss of 20.20% for SMZ.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while SMZ charges 1.49%. On a $10,000 position that is $3 vs $149 annually, a gap of $146 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for SMZ.

You are not choosing between two funds in isolation.

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

IVVSMZ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SMZ?

IVV has an expense ratio of 0.03% while SMZ charges 1.49%. IVV is the cheaper option, by $146 a year on a $10,000 investment.

Which pays a higher dividend, IVV or SMZ?

IVV yields 1.10% while SMZ yields 0.00%, so IVV currently pays the higher dividend yield.

Is SMZ 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.