IVV vs SOCL
iShares Core S&P 500 ETF vs Global X Social Media ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SOCL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $907.0B | $91M | |
| Dividend Yield | 1.10% | 0.47% | |
| Holdings | 508 | 50 | |
| YTD Return | +12.28% | -21.53% | |
| 1Y Return | +20.94% | -21.63% | |
| 3Y Return (annualized) | +21.81% | +7.10% | |
| 5Y Return (annualized) | +13.05% | -5.88% | |
| Volatility (annualized) | 15.1% | 23.4% | |
| Max Drawdown | -56.5% | -68.7% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 14, 2011 |
IVV vs SOCL Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Social Media ETF (SOCL) is a ETF from Global X by mirae Asset. Over the past year IVV returned +20.94% while SOCL returned -21.63%. Year to date, IVV is up 12.28% versus a loss of 21.53% for SOCL.
Over three years, IVV compounded at +21.81% per year against +7.10% for SOCL; over five years the annualized figures are +13.05% and -5.88% respectively. Across the full 15-year window we track, SOCL has the edge at +7.83% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOCL has been the more volatile fund, with annualized monthly volatility of 23.4% 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 -68.7% for SOCL. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 0.47% for SOCL.
Holdings Overlap
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. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or SOCL?
Over the past year IVV returned +20.94% vs -21.63% for SOCL, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +6.98% vs +7.83% for SOCL. Past performance does not guarantee future results.
Which is riskier, IVV or SOCL?
SOCL has been the more volatile fund at 23.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SOCL -68.7%.
Should I hold both IVV and SOCL?
IVV and SOCL have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SOCL?
IVV and SOCL share 2 common holdings with a 5.3% weight overlap. Combined, they hold 539 unique securities.
Which pays a higher dividend, IVV or SOCL?
IVV yields 1.10% while SOCL yields 0.47%, so IVV currently pays the higher dividend yield.
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