IVV vs SOR
IVV vs SOR
iShares Core S&P 500 ETF vs Source Capital
Quick Verdict
IVV offers more diversification with 505 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV
Side-by-Side Comparison
| Metric | IVV | SOR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $865.2B | - | |
| Dividend Yield | 1.09% | - | |
| Holdings | 508 | 0 | |
| YTD Return | +14.50% | - | |
| 1Y Return | +22.02% | - | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | - | |
| Fund Family | iShares by BlackRock (US) | SOURCE CAPITAL /DE/ | |
| Category | Equity | - | |
| Inception | May 15, 2000 | - |
IVV vs SOR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Source Capital (SOR) is a ETF from SOURCE CAPITAL /DE/.
Risk: Volatility and Drawdowns
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