IVV vs SSMG
iShares Core S&P 500 ETF vs Virtus Silvant Small/Mid Growth ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SSMG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $865.2B | $3M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 82 | |
| YTD Return | +13.72% | +10.85% | |
| 1Y Return | +21.64% | - | |
| 3Y Return (annualized) | +21.55% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -13.7% | |
| Fund Family | iShares by BlackRock (US) | Virtus Investment Partners | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 21, 2026 |
IVV vs SSMG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Virtus Silvant Small/Mid Growth ETF (SSMG) is a ETF from Virtus Investment Partners. Year to date, IVV is up 13.72% versus a gain of 10.85% for SSMG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -13.7% for SSMG. 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 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 1.09% against 0.00% for SSMG.
Holdings Overlap
IVV and SSMG share 5 holdings out of 582 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between IVV and SSMG?
IVV and SSMG share 5 common holdings with a 0.7% weight overlap. Combined, they hold 582 unique securities.
Which pays a higher dividend, IVV or SSMG?
IVV yields 1.09% while SSMG yields 0.00%, so IVV currently pays the higher dividend yield.
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