IVV vs SPCX
iShares Core S&P 500 ETF vs The SPAC and New Issue ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SPCX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 2.32% | |
| AUM | $907.0B | $7M | |
| Dividend Yield | 1.10% | 16.50% | |
| Holdings | 508 | 42 | |
| YTD Return | +12.28% | -16.74% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -46.4% | |
| Fund Family | iShares by BlackRock (US) | AXS Investments | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 15, 2020 |
IVV vs SPCX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and The SPAC and New Issue ETF (SPCX) is a ETF from AXS Investments. Year to date, IVV is up 12.28% versus a loss of 16.74% for SPCX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -46.4% for SPCX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SPCX charges 2.32%. On a $10,000 position that is $3 vs $232 annually, a gap of $229 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 16.50% for SPCX.
Holdings Overlap
IVV and SPCX share 0 holdings out of 541 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SPCX?
IVV has an expense ratio of 0.03% while SPCX charges 2.32%. IVV is the cheaper option. On a $10,000 investment, that is $229 per year of difference.
What is the holdings overlap between IVV and SPCX?
IVV and SPCX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, IVV or SPCX?
IVV yields 1.10% while SPCX yields 16.50%, so SPCX currently pays the higher dividend yield.
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