IVV vs STK
iShares Core S&P 500 ETF vs Columbia Seligman Premium Technology Growth Fund
Quick Verdict
IVV has a lower expense ratio. STK delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | STK | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.13% | |
| AUM | $865.2B | $831M | |
| Dividend Yield | 1.09% | 3.29% | |
| Holdings | 508 | 75 | |
| YTD Return | +13.43% | +43.39% | |
| 1Y Return | +22.61% | +80.07% | |
| 3Y Return (annualized) | +21.47% | +32.49% | |
| 5Y Return (annualized) | +13.26% | +20.04% | |
| Volatility (annualized) | 15.1% | 22.9% | |
| Max Drawdown | -56.5% | -42.8% | |
| Fund Family | iShares by BlackRock (US) | Columbia Threadneedle Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 25, 2009 |
IVV vs STK Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Columbia Seligman Premium Technology Growth Fund (STK) is a ETF from Columbia Threadneedle Investments. Over the past year IVV returned +22.61% while STK returned +80.07%. Year to date, IVV is up 13.43% versus a gain of 43.39% for STK.
Over three years, IVV compounded at +21.47% per year against +32.49% for STK; over five years the annualized figures are +13.26% and +20.04% respectively. Across the full 17-year window we track, STK has the edge at +9.27% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STK has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -42.8% for STK. 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while STK charges 1.13%. On a $10,000 position that is $3 vs $113 annually, a gap of $110 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.29% for STK.
Holdings Overlap
IVV and STK share 35 holdings out of 529 unique holdings combined, representing a 25.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or STK?
IVV has an expense ratio of 0.03% while STK charges 1.13%. IVV is the cheaper option. On a $10,000 investment, that is $110 per year of difference.
Which performed better, IVV or STK?
Over the past year IVV returned +22.61% vs +80.07% for STK, so STK leads on 1-year performance. Over the longest common window we track (17 years), IVV annualized +7.03% vs +9.27% for STK. Past performance does not guarantee future results.
Which is riskier, IVV or STK?
STK has been the more volatile fund at 22.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs STK -42.8%.
Should I hold both IVV and STK?
IVV and STK have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and STK?
IVV and STK share 35 common holdings with a 25.3% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, IVV or STK?
IVV yields 1.09% while STK yields 3.29%, so STK currently pays the higher dividend yield.
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