IVV vs SSPX
iShares Core S&P 500 ETF vs Janus Henderson US Sustainable Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SSPX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $865.2B | $10M | |
| Dividend Yield | 1.09% | 0.30% | |
| Holdings | 508 | 43 | |
| YTD Return | +13.72% | +18.25% | |
| 1Y Return | +21.64% | +13.72% | |
| 3Y Return (annualized) | +21.55% | +21.18% | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 18.9% | |
| Max Drawdown | -56.5% | -34.0% | |
| Fund Family | iShares by BlackRock (US) | Janus Henderson Investors | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 8, 2021 |
IVV vs SSPX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Janus Henderson US Sustainable Equity ETF (SSPX) is a ETF from Janus Henderson Investors. Over the past year IVV returned +21.64% while SSPX returned +13.72%. Year to date, IVV is up 13.72% versus a gain of 18.25% for SSPX.
Over three years, IVV compounded at +21.55% per year against +21.18% for SSPX. Across the full 4-year window we track, IVV has the edge at +7.04% annualized vs +6.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SSPX has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -34.0% for SSPX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while SSPX charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.30% for SSPX.
Frequently Asked Questions
Which is cheaper, IVV or SSPX?
IVV has an expense ratio of 0.03% while SSPX charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, IVV or SSPX?
Over the past year IVV returned +21.64% vs +13.72% for SSPX, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.04% vs +6.29% for SSPX. Past performance does not guarantee future results.
Which is riskier, IVV or SSPX?
SSPX has been the more volatile fund at 18.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SSPX -34.0%.
Should I hold both IVV and SSPX?
IVV and SSPX have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, IVV or SSPX?
IVV yields 1.09% while SSPX yields 0.30%, so IVV currently pays the higher dividend yield.
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