IVV vs SPC

IVV vs SPC

Which is better, IVV or SPC?

Large Cap Blend against Small Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.0%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

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

MetricIVVSPC
Expense Ratio0.03%Best0.87%
AUM$876.4B$22M
Dividend Yield1.06%5.11%
Holdings50835
Volatility (annualized)15.8%7.3%Best
Max Drawdown-24.5%-16.1%Best
$10,000 over 4.4 years$17,168Best$11,229
Top 10 Weight37.8%Best55.0%
Fund FamilyiShares by BlackRock (US)CrossingBridge
CategoryEquityEquity
StyleLarge Cap BlendSmall Cap Growth
InceptionMay 15, 2000Sep 20, 2021

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

The two price series end 237 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 21, 2026 and SPC through Jan 27, 2026.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Sep 21, 2021 to Jan 27, 2026 (4.4 years).

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 7.3% for SPC. 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 -16.1% for SPC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.03. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while SPC charges 0.87%. On a $10,000 position that is $3 vs $87 annually, a gap of $84 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.11% for SPC.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 32 in SPC, totalling 99.3% and 101.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 335 days apart, IVV as of Aug 31, 2026 and SPC as of Sep 30, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 32 in SPC, against full books of 508 and 35.

What only one of them owns

Our book lists 22 positions for SPC that do not appear in our book for IVV (63.8% of the fund), and 482 for IVV that do not appear in SPC (98.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

IVVSPC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SPC?

IVV has an expense ratio of 0.03% while SPC charges 0.87%. IVV is the cheaper option, by $84 a year on a $10,000 investment.

Which is riskier, IVV or SPC?

IVV has been the more volatile fund at 15.8% annualized versus 7.3% for SPC. Worst drawdown: IVV -24.5% vs SPC -16.1%.

Should I hold both IVV and SPC?

IVV and SPC have a monthly-return correlation of 0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or SPC?

IVV yields 1.06% while SPC yields 5.11%, so SPC currently pays the higher dividend yield.

Is SPC better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.