IVV vs SQLT
iShares Core S&P 500 ETF vs iShares MSCI USA Small-Cap Quality Factor ETF
Quick Verdict
IVV has a lower expense ratio. SQLT offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | IVV | SQLT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.20% | |
| AUM | $886.7B | $7M | |
| Dividend Yield | 1.10% | 0.19% | |
| Holdings | 508 | 513 | |
| YTD Return | +13.86% | +11.71% | |
| 1Y Return | +21.57% | - | |
| 3Y Return (annualized) | +21.48% | - | |
| 5Y Return (annualized) | +12.88% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.3% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 31, 2026 |
IVV vs SQLT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares MSCI USA Small-Cap Quality Factor ETF (SQLT) is a ETF from iShares by BlackRock (US). Year to date, IVV is up 13.86% versus a gain of 11.71% for SQLT.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.3% for SQLT. 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 SQLT charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.19% for SQLT.
Holdings Overlap
IVV and SQLT share 22 holdings out of 972 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SQLT?
IVV has an expense ratio of 0.03% while SQLT charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
What is the holdings overlap between IVV and SQLT?
IVV and SQLT share 22 common holdings with a 0.6% weight overlap. Combined, they hold 972 unique securities.
Which pays a higher dividend, IVV or SQLT?
IVV yields 1.10% while SQLT yields 0.19%, so IVV currently pays the higher dividend yield.
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