IVV vs SPIT

IVV vs SPIT

Which is better, IVV or SPIT?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. SPIT led over 1Y. SPIT is less concentrated, with 35.1% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns (1Y): SPITLess Concentrated: SPIT

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

MetricIVVSPIT
Expense Ratio0.03%Best0.89%
AUM$876.4B$33M
Dividend Yield1.06%5.85%
Holdings50850
YTD Return+14.14%+19.03%Best
1Y Return+17.30%+27.82%Best
3Y Return (annualized)+23.04%-
5Y Return (annualized)+13.63%-
Top 10 Weight37.8%35.1%Best
Fund FamilyiShares by BlackRock (US)F-m investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Oct 6, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs SPIT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs SPIT Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and F/m Emerald Special Situations ETF (SPIT) is an ETF from F-m investments. Over the past year IVV returned +17.30% while SPIT returned +27.82%. Year to date, IVV is up 14.14% versus a gain of 19.03% for SPIT.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while SPIT charges 0.89%. On a $10,000 position that is $3 vs $89 annually, a gap of $86 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.85% for SPIT.

Holdings Overlap

IVV already in SPIT12.2%
SPIT already in IVV15.0%

12.2% of IVV's money is in holdings SPIT also owns. 15.0% of SPIT's money is in holdings IVV also owns.

SPIT and IVV share little of their money.

6 positions in common, counted across the 490 positions we hold weights for in IVV and 45 in SPIT, against full books of 508 and 50.

What only one of them owns

Our book lists 37 positions for SPIT that do not appear in our book for IVV (82.0% of the fund), and 476 for IVV that do not appear in SPIT (86.4%).

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.

Top Shared Holdings

StockWeight in IVVWeight in SPITDifference
NVDANvidia Corp8.07%2.48%5.59%
AMZNAmazon.Com Inc3.84%3.77%0.07%
TTWOTake-Two Interactive Software, Inc.0.06%2.53%2.47%
BIIBBiogen Inc. Com0.05%2.36%2.31%
SBUXStarbucks Corp0.18%2.02%1.84%
FICOFair Isaac Corp.0.04%1.87%1.83%

You are not choosing between two funds in isolation.

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

IVVSPIT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SPIT?

IVV has an expense ratio of 0.03% while SPIT charges 0.89%. IVV is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, IVV or SPIT?

Over the past year IVV returned +17.30% vs +27.82% for SPIT, so SPIT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between IVV and SPIT?

15.0% of SPIT's money is in holdings IVV also owns. 15.0% of SPIT's is in holdings IVV also owns. They hold 6 positions in common, counted across the 490 positions we hold weights for in IVV and 45 in SPIT.

Which pays a higher dividend, IVV or SPIT?

IVV yields 1.06% while SPIT yields 5.85%, so SPIT currently pays the higher dividend yield.

Is SPIT better than IVV?

IVV has a lower expense ratio. SPIT led over 1Y. SPIT is less concentrated, with 35.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.