IVV vs SQLT

IVV vs SQLT

Which is better, IVV or SQLT?

Large Cap Blend against Small Cap Blend.

IVV has a lower expense ratio. SQLT is less concentrated, with 8.5% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: SQLT

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

MetricIVVSQLT
Expense Ratio0.03%Best0.20%
AUM$876.4B$7M
Dividend Yield1.06%0.19%
Holdings508513
YTD Return+13.23%Best+7.68%
1Y Return+17.38%-
3Y Return (annualized)+22.67%-
5Y Return (annualized)+13.13%-
Top 10 Weight37.8%8.5%Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendSmall Cap Blend
InceptionMay 15, 2000Mar 31, 2026

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

IVV vs SQLT 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 SQLT Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares MSCI USA Small-Cap Quality Factor ETF (SQLT) is an ETF from iShares by BlackRock (US). Year to date, IVV is up 13.23% versus a gain of 7.68% for SQLT.

Past performance does not guarantee future results.

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 1.06% against 0.19% for SQLT.

Holdings Overlap

IVV already in SQLT0.5%
SQLT already in IVV9.6%

0.5% of IVV's money is in holdings SQLT also owns. 9.6% of SQLT's money is in holdings IVV also owns.

SQLT and IVV share little of their money.

19 positions in common, counted across the 490 positions we hold weights for in IVV and 488 in SQLT, against full books of 508 and 513.

What only one of them owns

Our book lists 458 positions for SQLT that do not appear in our book for IVV (89.1% of the fund), and 463 for IVV that do not appear in SQLT (98.2%).

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 SQLTDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.15%0.67%0.52%
ZBRAZebra Technologies Corp0.03%0.78%0.75%
JKHYJack Henry & Associates Inc0.02%0.67%0.65%
AKAMAkamai Technologies Inc.0.02%0.65%0.63%
GLGlobe Life Inc.0.02%0.63%0.61%
FDSFactset Research Systems Inc.0.02%0.59%0.57%
CRLCharles River Laboratories International Inc0.02%0.53%0.51%
RVTYRevvity Inc0.02%0.53%0.51%
SWKSSkyworks Solutions Inc.0.02%0.50%0.48%
APAApa Corp0.02%0.49%0.47%

You are not choosing between two funds in isolation.

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

IVVSQLT

Free for up to 10 holdings. No account needed.

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, by $17 a year on a $10,000 investment.

What is the holdings overlap between IVV and SQLT?

9.6% of SQLT's money is in holdings IVV also owns. 9.6% of SQLT's is in holdings IVV also owns. They hold 19 positions in common, counted across the 490 positions we hold weights for in IVV and 488 in SQLT.

Which pays a higher dividend, IVV or SQLT?

IVV yields 1.06% while SQLT yields 0.19%, so IVV currently pays the higher dividend yield.

Is SQLT better than IVV?

IVV has a lower expense ratio. SQLT is less concentrated, with 8.5% 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.