IVV vs SRF

IVV vs SRF
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Quick Verdict

IVV offers more diversification with 508 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSRFWinner
Expense Ratio0.03%-
AUM$907.0B-
Dividend Yield1.10%-
Holdings5080
YTD Return+13.25%-
1Y Return+19.95%-
3Y Return (annualized)+21.26%-
5Y Return (annualized)+12.82%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)Cushing Energy Income Fund
CategoryEquity-
InceptionMay 15, 2000-

IVV vs SRF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Cushing Energy Income Fund (SRF) is a ETF from Cushing Energy Income Fund.

Risk: Volatility and Drawdowns

Frequently Asked Questions

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