IVV vs XLPM
iShares Core S&P 500 ETF vs State Street S&P 500 Consumer Staples Market Sector SPDR ETF
Which is better, IVV or XLPM?
IVV costs less.
IVV has a lower expense ratio. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 99.8%.
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 | XLPM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.12% |
| AUM | $850.0B | $535,985.66 |
| Dividend Yield | 1.09% | 0.00% |
| Holdings | 1,018 | 19 |
| YTD Return | +12.12%Best | +6.40% |
| 1Y Return | +12.53% | - |
| 3Y Return (annualized) | +21.54% | - |
| 5Y Return (annualized) | +11.93% | - |
| Top 10 Weight | 38.8%Best | 99.8% |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Oct 13, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs XLPM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs XLPM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and State Street S&P 500 Consumer Staples Market Sector SPDR ETF (XLPM) is an ETF from State Street Investment Management. Year to date, IVV is up 12.12% versus a gain of 6.40% for XLPM.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while XLPM charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for XLPM.
Holdings Overlap
4.3% of IVV's money is in holdings XLPM also owns. 100.0% of XLPM's money is in holdings IVV also owns.
Most of XLPM is already inside IVV. Owning both mostly buys the same companies twice.
19 positions in common, counted across the 505 positions we hold weights for in IVV and 19 in XLPM, against full books of 1,018 and 19.
What only one of them owns
Measured across the 505 and 19 positions we hold weights for.
IVV holds 480 positions XLPM does not, 95.3% of the fund.
Largest: NVDA 8.04%, AAPL 7.51%, MSFT 5.95%, AMZN 3.74%, GOOGL 3.06%
Top Shared Holdings
| Stock | Weight in IVV | Weight in XLPM | Difference |
|---|---|---|---|
| STTState Street Corp. | 0.07% | 51.86% | 51.79% |
| WMTWalmart Inc | 0.78% | 11.08% | 10.30% |
| COSTCostco Wholesale Corp. | 0.65% | 9.16% | 8.51% |
| PGProcter & Gamble Company | 0.55% | 7.61% | 7.06% |
| KOCoca Cola Co. | 0.53% | 7.34% | 6.81% |
| PMPhilip Morris International Inc. | 0.48% | 6.53% | 6.05% |
| PEPPepsico Inc | 0.26% | 3.62% | 3.36% |
| MOAltria Group Inc | 0.18% | 1.53% | 1.35% |
| VYLRVylor Inc | 0.07% | 0.71% | 0.64% |
| MDLZMondelez International Inc Com A Npv | 0.12% | 0.34% | 0.22% |
100.0% of XLPM 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 XLPM?
IVV has an expense ratio of 0.03% while XLPM charges 0.12%. IVV is the cheaper option, by $9 a year on a $10,000 investment.
What is the holdings overlap between IVV and XLPM?
100.0% of XLPM's money is in holdings IVV also owns. 100.0% of XLPM's is in holdings IVV also owns. They hold 19 positions in common, counted across the 505 positions we hold weights for in IVV and 19 in XLPM.
Which pays a higher dividend, IVV or XLPM?
IVV yields 1.09% while XLPM yields 0.00%, so IVV currently pays the higher dividend yield.
Is XLPM better than IVV?
IVV has a lower expense ratio. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 99.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.