IVV vs SOLR

IVV vs SOLR

Which is better, IVV or SOLR?

Large Cap Blend against All Cap Blend.

IVV has a lower expense ratio. IVV led over the full window, SOLR over 1Y.

Lower Fees: IVVHigher Returns: split

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

MetricIVVSOLR
Expense Ratio0.03%Best0.79%
AUM$886.7B$5M
Dividend Yield1.10%0.59%
Holdings50830
Volatility (annualized)15.4%Best23.0%
Max Drawdown-24.5%Best-38.0%
$10,000 over 5.6 years$22,184Best$14,954
Fund FamilyiShares by BlackRock (US)SmartETFs
CategoryEquityEquity
StyleLarge Cap BlendAll Cap Blend
InceptionMay 15, 2000Nov 11, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 70 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 4, 2026 and SOLR through Jun 26, 2026.

Volatility and max drawdown, and the $10,000 over 5.6 years row, are measured over the window both funds cover: Nov 12, 2020 to Jun 26, 2026 (5.6 years).

Risk: Volatility and Drawdowns

SOLR has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 15.4% 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 -24.5% for IVV and -38.0% for SOLR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 1.10% against 0.59% for SOLR.

Holdings Overlap

IVV already in SOLR1.2%

At least 1.2% of IVV's money is in holdings SOLR also owns.

Stated as a floor: for SOLR, our book for it covers 94.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and SOLR share little of their money.

The two holdings books were reported 127 days apart, IVV as of Aug 5, 2026 and SOLR as of Mar 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

7 positions in common, counted across the 505 positions we hold weights for in IVV and 30 in SOLR, against full books of 508 and 30.

Top Shared Holdings

StockWeight in IVVWeight in SOLRDifference
NEENextera Energy Inc0.27%5.00%4.73%
HUBBHubbell Inc0.04%4.79%4.75%
APHAmphenol Corp. Class A0.32%4.29%3.97%
ETN:IEEaton Corporation Plc0.26%4.32%4.06%
TTTt Trane Technologies Plc0.16%4.08%3.92%
FSLRFirst Solar, Inc0.04%3.05%3.01%
NXPINxp Semiconductors Nv Sedol B505Pn70.09%2.84%2.75%

You are not choosing between two funds in isolation.

Whichever of IVV and SOLR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSOLR

Free for up to 10 holdings. No account needed.

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, by $76 a year on a $10,000 investment.

Which is riskier, IVV or SOLR?

SOLR has been the more volatile fund at 23.0% annualized versus 15.4% for IVV. Worst drawdown: IVV -24.5% vs SOLR -38.0%.

Should I hold both IVV and SOLR?

IVV and SOLR have a monthly-return correlation of 0.77, 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 SOLR?

At least 1.2% of IVV's money is in holdings SOLR also owns. Our book for SOLR is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 505 positions we hold weights for in IVV and 30 in SOLR.

Which pays a higher dividend, IVV or SOLR?

IVV yields 1.10% while SOLR yields 0.59%, so IVV currently pays the higher dividend yield.

Is SOLR better than IVV?

IVV has a lower expense ratio. IVV led over the full window, SOLR over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.