IVV vs SWP
iShares Core S&P 500 ETF vs SWP Growth & Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SWP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $907.0B | $155M | |
| Dividend Yield | 1.10% | 8.65% | |
| Holdings | 508 | 75 | |
| YTD Return | +12.28% | +7.20% | |
| 1Y Return | +20.94% | +16.05% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 11.8% | |
| Max Drawdown | -56.5% | -15.7% | |
| Fund Family | iShares by BlackRock (US) | GammaRoad | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 24, 2024 |
IVV vs SWP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SWP Growth & Income ETF (SWP) is a ETF from GammaRoad. Over the past year IVV returned +20.94% while SWP returned +16.05%. Year to date, IVV is up 12.28% versus a gain of 7.20% for SWP.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.8% for SWP. 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 -15.7% for SWP. 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 0.92. 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 SWP charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 8.65% for SWP.
Holdings Overlap
IVV and SWP share 36 holdings out of 514 unique holdings combined, representing a 29.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SWP?
IVV has an expense ratio of 0.03% while SWP charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, IVV or SWP?
Over the past year IVV returned +20.94% vs +16.05% for SWP, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +14.97% for SWP. Past performance does not guarantee future results.
Which is riskier, IVV or SWP?
IVV has been the more volatile fund at 15.1% annualized versus 11.8% for SWP. Worst drawdown: IVV -56.5% vs SWP -15.7%.
Should I hold both IVV and SWP?
IVV and SWP have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and SWP?
IVV and SWP share 36 common holdings with a 29.2% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, IVV or SWP?
IVV yields 1.10% while SWP yields 8.65%, so SWP currently pays the higher dividend yield.
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