ETF Versus

IVV vs SPTM

iShares Core S&P 500 ETF vs State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Last updated: 2026-04-02

IVV

iShares Core S&P 500 ETF (IVV) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-19
SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-10

Quick Verdict

Both funds have delivered similar 1-year returns (16.0% vs 15.9%), tracking closely.

Key Metrics

Metric IVV SPTM
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Blend US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

85 103 121 139 157 175 2021-04 2022-06 2023-09 2024-12 2026-04
IVV +61.3%
SPTM +58.0%

Performance Comparison

Period IVV SPTM Difference
1 Month -3.70% -3.76% +0.06%
3 Months -4.10% -3.66% -0.44%
6 Months -2.49% -2.04% -0.45%
YTD -4.10% -3.66% -0.44%
1 Year +16.02% +15.90% +0.12%
3 Years +59.51% +57.40% +2.11%
5 Years +61.35% +57.96% +3.39%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IVV Fees SPTM Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IVV SPTM
Annualized Volatility 16.9% 16.9%
Max Drawdown -25.4% -25.0%
Sharpe Ratio 0.39 0.36

Dividend Comparison

Metric IVV SPTM
Annual Dividend (per share) $8.06 $0.95
Dividend Yield 1.22% 1.19%
Distribution Frequency Quarterly Quarterly

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