IVV vs SOR
iShares Core S&P 500 ETF vs Source Capital
Which is better, IVV or SOR?
We do not have enough on IVV and SOR to separate them.
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 | SOR |
|---|---|---|
| Expense Ratio | 0.03% | - |
| AUM | $876.4B | - |
| Dividend Yield | 1.06% | - |
| Holdings | 508 | - |
| YTD Price Return | +11.47% | - |
| 1Y Price Return | +15.25% | - |
| 3Y Price Return (annualized) | +19.64% | - |
| 5Y Price Return (annualized) | +11.85% | - |
| Volatility (annualized) | 15.1% | - |
| Max Drawdown | -56.5% | - |
| Fund Family | iShares by BlackRock (US) | SOURCE CAPITAL /DE/ |
| Category | Equity | - |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | - |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SOR. We have no price series for SOR, so there is nothing to compare it against.
IVV vs SOR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Source Capital (SOR) is an ETF from SOURCE CAPITAL /DE/.
Past performance does not guarantee future results.
You are not choosing between two funds in isolation.
Whichever of IVV and SOR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Is SOR better than IVV?
We hold very little data on IVV and SOR, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.