IVV vs SSMG
iShares Core S&P 500 ETF vs Virtus Silvant Small/Mid Growth ETF
Which is better, IVV or SSMG?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. SSMG is less concentrated, with 25.0% of the fund in its ten largest positions against 37.9%.
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
| Metric | IVV | SSMG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.39% |
| AUM | $886.7B | $3M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 84 |
| YTD Return | +13.39%Best | +2.28% |
| 1Y Return | +20.08% | - |
| 3Y Return (annualized) | +21.29% | - |
| 5Y Return (annualized) | +12.88% | - |
| Top 10 Weight | 37.9% | 25.0%Best |
| Fund Family | iShares by BlackRock (US) | Virtus Investment Partners |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Apr 21, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs SSMG 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 SSMG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Virtus Silvant Small/Mid Growth ETF (SSMG) is an ETF from Virtus Investment Partners. Year to date, IVV is up 13.39% versus a gain of 2.28% for SSMG.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while SSMG charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for SSMG.
Holdings Overlap
0.2% of IVV's money is in holdings SSMG also owns. 4.0% of SSMG's money is in holdings IVV also owns.
SSMG and IVV share little of their money.
4 positions in common, counted across the 504 positions we hold weights for in IVV and 83 in SSMG, against full books of 508 and 84.
What only one of them owns
Our book lists 74 positions for SSMG that do not appear in our book for IVV (87.1% of the fund), and 489 for IVV that do not appear in SSMG (99.1%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and SSMG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SSMG?
IVV has an expense ratio of 0.03% while SSMG charges 0.39%. IVV is the cheaper option, by $36 a year on a $10,000 investment.
What is the holdings overlap between IVV and SSMG?
4.0% of SSMG's money is in holdings IVV also owns. 4.0% of SSMG's is in holdings IVV also owns. They hold 4 positions in common, counted across the 504 positions we hold weights for in IVV and 83 in SSMG.
Which pays a higher dividend, IVV or SSMG?
IVV yields 1.10% while SSMG yields 0.00%, so IVV currently pays the higher dividend yield.
Is SSMG better than IVV?
IVV has a lower expense ratio. SSMG is less concentrated, with 25.0% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.