IVV vs SOLR
iShares Core S&P 500 ETF vs Guinness Atkinson Sustainable Energy ETF
Quick Verdict
IVV has a lower expense ratio. SOLR delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SOLR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $5M | |
| Dividend Yield | 1.09% | 0.59% | |
| Holdings | 508 | 30 | |
| YTD Return | +13.72% | +10.08% | |
| 1Y Return | +21.64% | +28.49% | |
| 3Y Return (annualized) | +21.55% | +5.08% | |
| 5Y Return (annualized) | +13.27% | +3.10% | |
| Volatility (annualized) | 15.1% | 23.0% | |
| Max Drawdown | -56.5% | -38.0% | |
| Fund Family | iShares by BlackRock (US) | SmartETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 11, 2020 |
IVV vs SOLR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Guinness Atkinson Sustainable Energy ETF (SOLR) is a ETF from SmartETFs. Over the past year IVV returned +21.64% while SOLR returned +28.49%. Year to date, IVV is up 13.72% versus a gain of 10.08% for SOLR.
Over three years, IVV compounded at +21.55% per year against +5.08% for SOLR; over five years the annualized figures are +13.27% and +3.10% respectively. Across the full 6-year window we track, SOLR has the edge at +7.45% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOLR has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -38.0% for SOLR. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SOLR charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.59% for SOLR.
Holdings Overlap
IVV and SOLR share 7 holdings out of 528 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SOLR?
IVV has an expense ratio of 0.03% while SOLR charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or SOLR?
Over the past year IVV returned +21.64% vs +28.49% for SOLR, so SOLR leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.04% vs +7.45% for SOLR. Past performance does not guarantee future results.
Which is riskier, IVV or SOLR?
SOLR has been the more volatile fund at 23.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SOLR -38.0%.
Should I hold both IVV and SOLR?
IVV and SOLR have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SOLR?
IVV and SOLR share 7 common holdings with a 1.2% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, IVV or SOLR?
IVV yields 1.09% while SOLR yields 0.59%, so IVV currently pays the higher dividend yield.
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