IVV vs SPY
iShares Core S&P 500 ETF vs SPDR S&P 500 ETF Trust
Buy IVV if…
- •You want lower costs (0.03% vs 0.10%)
- •You prioritize historical performance
- •You want stronger recent performance
Buy SPY if…
- •You value a longer track record
IVV
SPY
Type
ETF
ETF
Issuer
BlackRock
State Street
Holdings
507
99
Index
S&P 500
S&P 500
AUM
$729B
$701B
Inception
2000
1993
Key Metrics
Expense Ratio
0.03%
0.10%
Dividend Yield
+1.16%
+1.09%
Daily Liquidity
7.40M
81.26M
Risk (β)
1.00
1.00
Cost Calculator
$
%
IVV Fees
$0
SPY Fees
$0
Annualized Returns
YTD
+17.66%
+17.60%
1 Year
+14.32%
+14.28%
3 Years
+20.49%
+20.40%
5 Years
+14.87%
+14.79%
10 Years
+14.55%
+14.48%
Top 10 Holdings
NVIDIA Corporation
7.37%
NVIDIA Corporation
7.54%
Apple Inc
7.07%
Apple Inc
7.06%
Microsoft Corporation
6.24%
Microsoft Corporation
6.19%
Amazon.com Inc
3.86%
Amazon.com Inc
3.81%
Broadcom Inc
3.24%
Broadcom Inc
3.21%
Alphabet Inc Class A
3.18%
Alphabet Inc Class A
3.19%
Alphabet Inc Class C
2.55%
Alphabet Inc Class C
2.56%
Meta Platforms Inc.
2.40%
Meta Platforms Inc.
2.36%
Tesla Inc
2.06%
Tesla Inc
2.05%
Berkshire Hathaway Inc
1.61%
Berkshire Hathaway Inc
1.61%
Related Comparisons
IVV
The index measures the performance of the large-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
SPY
The trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index, with the weight of each stock in the portfolio substantially corresponding to the weight of such stock in the index.
Sector Breakdown
IVV
SPY