IVV vs SURE
iShares Core S&P 500 ETF vs AdvisorShares Insider Advantage ETF
Quick Verdict
IVV has a lower expense ratio. SURE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SURE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.90% | |
| AUM | $907.0B | $58M | |
| Dividend Yield | 1.10% | 0.87% | |
| Holdings | 508 | 102 | |
| YTD Return | +12.96% | +18.28% | |
| 1Y Return | +20.70% | +27.46% | |
| 3Y Return (annualized) | +22.10% | +17.41% | |
| 5Y Return (annualized) | +13.40% | +10.95% | |
| Volatility (annualized) | 15.1% | 15.5% | |
| Max Drawdown | -56.5% | -35.7% | |
| Fund Family | iShares by BlackRock (US) | Advisor Shares | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 4, 2011 |
IVV vs SURE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AdvisorShares Insider Advantage ETF (SURE) is a ETF from Advisor Shares. Over the past year IVV returned +20.70% while SURE returned +27.46%. Year to date, IVV is up 12.96% versus a gain of 18.28% for SURE.
Over three years, IVV compounded at +22.10% per year against +17.41% for SURE; over five years the annualized figures are +13.40% and +10.95% respectively. Across the full 15-year window we track, SURE has the edge at +13.41% annualized vs +7.01%. 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 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 -35.7% for SURE. 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 0.88. 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
IVV and SURE share 48 holdings out of 558 unique holdings combined, representing a 12.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $87 per year of difference.
Which performed better, IVV or SURE?
Over the past year IVV returned +20.70% vs +27.46% for SURE, so SURE leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +7.01% vs +13.41% for SURE. Past performance does not guarantee future results.
Which is riskier, IVV or SURE?
SURE has been the more volatile fund at 15.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SURE -35.7%.
Should I hold both IVV and SURE?
IVV and SURE have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SURE?
IVV and SURE share 48 common holdings with a 12.2% weight overlap. Combined, they hold 558 unique securities.
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.
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