IVV vs SOCL
iShares Core S&P 500 ETF vs Global X Social Media ETF
Which is better, IVV or SOCL?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 68.8%.
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
| Metric | IVV | SOCL |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.65% |
| AUM | $876.4B | $87M |
| Dividend Yield | 1.06% | 0.48% |
| Holdings | 508 | 50 |
| YTD Return | +12.27%Best | -22.58% |
| 1Y Return | +17.04%Best | -29.67% |
| 3Y Return (annualized) | +21.24%Best | +6.09% |
| 5Y Return (annualized) | +13.08%Best | -6.77% |
| Volatility (annualized) | 14.0%Best | 23.3% |
| Max Drawdown | -33.9%Best | -68.7% |
| $10,000 over 5 years | $18,490Best | $7,043 |
| Top 10 Weight | 37.8%Best | 68.8% |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Nov 14, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2011 to Sep 17, 2026 (14.8 years).
IVV vs SOCL 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 covers the 14.8 years both funds cover.
IVV vs SOCL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X Social Media ETF (SOCL) is an ETF from Global X by mirae Asset. Over the past year IVV returned +17.04% while SOCL returned -29.67%. Year to date, IVV is up 12.27% versus a loss of 22.58% for SOCL.
Over three years, IVV compounded at +21.24% per year against +6.09% for SOCL; over five years the annualized figures are +13.08% and -6.77% respectively. Across the full 15-year window we track, IVV has the edge at +13.49% annualized vs +7.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOCL has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 14.0% 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 -33.9% for IVV and -68.7% for SOCL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while SOCL charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.48% for SOCL.
Holdings Overlap
4.9% of IVV's money is in holdings SOCL also owns. 23.3% of SOCL's money is in holdings IVV also owns.
SOCL and IVV share little of their money.
3 positions in common, counted across the 490 positions we hold weights for in IVV and 48 in SOCL, against full books of 508 and 50.
What only one of them owns
Our book lists 19 positions for SOCL that do not appear in our book for IVV (29.9% of the fund), and 479 for IVV that do not appear in SOCL (93.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
23.3% of SOCL is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SOCL?
IVV has an expense ratio of 0.03% while SOCL charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IVV or SOCL?
Over the past year IVV returned +17.04% vs -29.67% for SOCL, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.49% vs +7.69% for SOCL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SOCL?
SOCL has been the more volatile fund at 23.3% annualized versus 14.0% for IVV. Worst drawdown: IVV -33.9% vs SOCL -68.7%.
Should I hold both IVV and SOCL?
IVV and SOCL have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SOCL?
23.3% of SOCL's money is in holdings IVV also owns. 23.3% of SOCL's is in holdings IVV also owns. They hold 3 positions in common, counted across the 490 positions we hold weights for in IVV and 48 in SOCL.
Which pays a higher dividend, IVV or SOCL?
IVV yields 1.06% while SOCL yields 0.48%, so IVV currently pays the higher dividend yield.
Is SOCL better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 68.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.