IVV vs SNSR

IVV vs SNSR
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: IVVHigher Returns: SNSRMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSNSRWinner
Expense Ratio0.03%0.68%
AUM$907.0B$224M
Dividend Yield1.10%0.49%
Holdings50873
YTD Return+12.71%+26.38%
1Y Return+21.89%+27.58%
3Y Return (annualized)+22.08%+15.02%
5Y Return (annualized)+12.96%+5.69%
Volatility (annualized)15.1%22.6%
Max Drawdown-56.5%-38.5%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityEquity
InceptionMay 15, 2000Sep 12, 2016

IVV vs SNSR Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Internet of Things ETF (SNSR) is a ETF from Global X by mirae Asset. Over the past year IVV returned +21.89% while SNSR returned +27.58%. Year to date, IVV is up 12.71% versus a gain of 26.38% for SNSR.

Over three years, IVV compounded at +22.08% per year against +15.02% for SNSR; over five years the annualized figures are +12.96% and +5.69% respectively. Across the full 10-year window we track, SNSR has the edge at +12.50% annualized vs +7.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SNSR has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 15.1% for IVV. 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 -38.5% for SNSR. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SNSR charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.49% for SNSR.

Holdings Overlap

1.2%overlap

IVV and SNSR share 11 holdings out of 548 unique holdings combined, representing a 1.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SNSRDifference
EMR0.12%6.56%6.44%
NXPI0.11%4.72%4.61%
SWKS0.01%3.32%3.31%
QCOMProProPro
ROKProProPro
IBMProProPro
HONProProPro
PTCProProPro
HONAProProPro
ADIProProPro
FundXLS Pro
See the top 10 holdings IVV shares with SNSR
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, IVV or SNSR?

IVV has an expense ratio of 0.03% while SNSR charges 0.68%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, IVV or SNSR?

Over the past year IVV returned +21.89% vs +27.58% for SNSR, so SNSR leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.00% vs +12.50% for SNSR. Past performance does not guarantee future results.

Which is riskier, IVV or SNSR?

SNSR has been the more volatile fund at 22.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SNSR -38.5%.

Should I hold both IVV and SNSR?

IVV and SNSR have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SNSR?

IVV and SNSR share 11 common holdings with a 1.2% weight overlap. Combined, they hold 548 unique securities.

Which pays a higher dividend, IVV or SNSR?

IVV yields 1.10% while SNSR yields 0.49%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free