IVV vs SPFF
iShares Core S&P 500 ETF vs Global X SuperIncome Preferred 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 | SPFF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.48% | |
| AUM | $907.0B | $145M | |
| Dividend Yield | 1.10% | 6.62% | |
| Holdings | 508 | 52 | |
| YTD Return | +12.28% | +4.49% | |
| 1Y Return | +20.94% | +10.27% | |
| 3Y Return (annualized) | +21.81% | +9.91% | |
| 5Y Return (annualized) | +13.05% | +1.69% | |
| Volatility (annualized) | 15.1% | 9.3% | |
| Max Drawdown | -56.5% | -50.1% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Jul 16, 2012 |
IVV vs SPFF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X SuperIncome Preferred ETF (SPFF) is a ETF from Global X by mirae Asset. Over the past year IVV returned +20.94% while SPFF returned +10.27%. Year to date, IVV is up 12.28% versus a gain of 4.49% for SPFF.
Over three years, IVV compounded at +21.81% per year against +9.91% for SPFF; over five years the annualized figures are +13.05% and +1.69% respectively. Across the full 14-year window we track, IVV has the edge at +6.98% annualized vs -0.81%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.3% for SPFF. 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 -56.5% for IVV and -50.1% for SPFF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SPFF charges 0.48%. On a $10,000 position that is $3 vs $48 annually, a gap of $45 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 6.62% for SPFF.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or SPFF?
IVV has an expense ratio of 0.03% while SPFF charges 0.48%. IVV is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, IVV or SPFF?
Over the past year IVV returned +20.94% vs +10.27% for SPFF, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +6.98% vs -0.81% for SPFF. Past performance does not guarantee future results.
Which is riskier, IVV or SPFF?
IVV has been the more volatile fund at 15.1% annualized versus 9.3% for SPFF. Worst drawdown: IVV -56.5% vs SPFF -50.1%.
Should I hold both IVV and SPFF?
IVV and SPFF have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SPFF?
IVV and SPFF share 2 common holdings with a 0.1% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IVV or SPFF?
IVV yields 1.10% while SPFF yields 6.62%, so SPFF currently pays the higher dividend yield.
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