IVV vs SURE
iShares Core S&P 500 ETF vs AdvisorShares Insider Advantage ETF
Which is better, IVV or SURE?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, SURE over 1Y. SURE is less concentrated, with 14.8% 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 | SURE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.90% |
| AUM | $886.7B | $58M |
| Dividend Yield | 1.10% | 0.87% |
| Holdings | 508 | 102 |
| YTD Return | +13.39% | +17.69%Best |
| 1Y Return | +20.08% | +22.59%Best |
| 3Y Return (annualized) | +21.29%Best | +16.89% |
| 5Y Return (annualized) | +12.88%Best | +10.71% |
| Volatility (annualized) | 14.0%Best | 15.5% |
| Max Drawdown | -33.9%Best | -35.7% |
| $10,000 over 5 years | $18,327Best | $16,632 |
| Top 10 Weight | 37.9% | 14.8%Best |
| Fund Family | iShares by BlackRock (US) | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Oct 4, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 5, 2011 to Sep 4, 2026 (14.9 years).
IVV vs SURE 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 covers the 14.9 years both funds cover.
IVV vs SURE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and AdvisorShares Insider Advantage ETF (SURE) is an ETF from Advisor Shares. Over the past year IVV returned +20.08% while SURE returned +22.59%. Year to date, IVV is up 13.39% versus a gain of 17.69% for SURE.
Over three years, IVV compounded at +21.29% per year against +16.89% for SURE; over five years the annualized figures are +12.88% and +10.71% respectively. Across the full 15-year window we track, IVV has the edge at +14.23% annualized vs +13.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SURE has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.0% 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 -33.9% for IVV and -35.7% for SURE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SURE charges 0.90%. On a $10,000 position that is $3 vs $90 annually, a gap of $87 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.87% for SURE.
Holdings Overlap
31.7% of IVV's money is in holdings SURE also owns. 47.4% of SURE's money is in holdings IVV also owns.
The two portfolios partly overlap.
49 positions in common, counted across the 504 positions we hold weights for in IVV and 101 in SURE, against full books of 508 and 102.
What only one of them owns
Our book lists 48 positions for SURE that do not appear in our book for IVV (48.5% of the fund), and 445 for IVV that do not appear in SURE (67.6%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SURE | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 1.06% | 6.92% |
| AAPLApple Inc Ord | 6.86% | 0.93% | 5.93% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.44% | 0.99% | 4.45% |
| GOOGAlphabet, Inc., Class C | 2.56% | 0.91% | 1.65% |
| AMATApplied Materials, Inc. | 0.64% | 1.45% | 0.81% |
| XOMExxon Mobil Corp | 0.94% | 1.02% | 0.08% |
| LRCXLam Resh Corp | 0.58% | 1.35% | 0.77% |
| MRVLMarvell Technology Group Ltd. | 0.28% | 1.61% | 1.33% |
| V'visa Inc., Class 'a'' | 0.92% | 0.96% | 0.04% |
| FTNTFortinet | 0.15% | 1.62% | 1.47% |
47.4% of SURE is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SURE?
IVV has an expense ratio of 0.03% while SURE charges 0.90%. IVV is the cheaper option, by $87 a year on a $10,000 investment.
Which performed better, IVV or SURE?
Over the past year IVV returned +20.08% vs +22.59% for SURE, so SURE leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +14.23% vs +13.33% for SURE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SURE?
SURE has been the more volatile fund at 15.5% annualized versus 14.0% for IVV. Worst drawdown: IVV -33.9% vs SURE -35.7%.
Should I hold both IVV and SURE?
IVV and SURE have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SURE?
47.4% of SURE's money is in holdings IVV also owns. 47.4% of SURE's is in holdings IVV also owns. They hold 49 positions in common, counted across the 504 positions we hold weights for in IVV and 101 in SURE.
Which pays a higher dividend, IVV or SURE?
IVV yields 1.10% while SURE yields 0.87%, so IVV currently pays the higher dividend yield.
Is SURE better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, SURE over 1Y. SURE is less concentrated, with 14.8% 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.