IVV vs SPIT

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSPITWinner
Expense Ratio0.03%0.89%
AUM$865.2B$33M
Dividend Yield1.09%5.34%
Holdings50851
YTD Return+13.80%+29.11%
1Y Return+23.01%-
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-12.5%
Fund FamilyiShares by BlackRock (US)F-m investments
CategoryEquityEquity
InceptionMay 15, 2000Oct 6, 2025

IVV vs SPIT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and F/m Emerald Special Situations ETF (SPIT) is a ETF from F-m investments. Year to date, IVV is up 13.80% versus a gain of 29.11% for SPIT.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -12.5% for SPIT. 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 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 1.09% against 5.34% for SPIT.

Holdings Overlap

6.0%overlap

IVV and SPIT share 8 holdings out of 547 unique holdings combined, representing a 6.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SPITDifference
AMZN3.75%3.05%0.70%
AVGO2.83%2.30%0.53%
LITE0.10%2.39%2.29%
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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. On a $10,000 investment, that is $86 per year of difference.

What is the holdings overlap between IVV and SPIT?

IVV and SPIT share 8 common holdings with a 6.0% weight overlap. Combined, they hold 547 unique securities.

Which pays a higher dividend, IVV or SPIT?

IVV yields 1.09% while SPIT yields 5.34%, so SPIT currently pays the higher dividend yield.

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