IVV vs SNPD
iShares Core S&P 500 ETF vs Xtrackers S&P Dividend Aristocrats Screened ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SNPD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $865.2B | $3M | |
| Dividend Yield | 1.09% | 3.22% | |
| Holdings | 508 | 106 | |
| YTD Return | +13.72% | +14.62% | |
| 1Y Return | +21.64% | +15.78% | |
| 3Y Return (annualized) | +21.55% | +9.13% | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 13.0% | |
| Max Drawdown | -56.5% | -15.8% | |
| Fund Family | iShares by BlackRock (US) | Xtrackers ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 9, 2022 |
IVV vs SNPD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Xtrackers S&P Dividend Aristocrats Screened ETF (SNPD) is a ETF from Xtrackers ETFs. Over the past year IVV returned +21.64% while SNPD returned +15.78%. Year to date, IVV is up 13.72% versus a gain of 14.62% for SNPD.
Over three years, IVV compounded at +21.55% per year against +9.13% for SNPD. Across the full 4-year window we track, SNPD has the edge at +8.54% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for SNPD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -15.8% for SNPD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SNPD charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.22% for SNPD.
Holdings Overlap
IVV and SNPD share 77 holdings out of 534 unique holdings combined, representing a 10.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SNPD?
IVV has an expense ratio of 0.03% while SNPD charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, IVV or SNPD?
Over the past year IVV returned +21.64% vs +15.78% for SNPD, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.04% vs +8.54% for SNPD. Past performance does not guarantee future results.
Which is riskier, IVV or SNPD?
IVV has been the more volatile fund at 15.1% annualized versus 13.0% for SNPD. Worst drawdown: IVV -56.5% vs SNPD -15.8%.
Should I hold both IVV and SNPD?
IVV and SNPD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SNPD?
IVV and SNPD share 77 common holdings with a 10.6% weight overlap. Combined, they hold 534 unique securities.
Which pays a higher dividend, IVV or SNPD?
IVV yields 1.09% while SNPD yields 3.22%, so SNPD currently pays the higher dividend yield.
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