ETF Versus

IVV vs SPYV

iShares Core S&P 500 ETF vs State Street SPDR Portfolio S&P 500 Value 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

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

Over the past year, IVV has significantly outperformed with a 16.0% return vs 10.5%.

Key Metrics

Metric IVV SPYV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Blend US Large Cap Value

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%
SPYV +47.1%

Performance Comparison

Period IVV SPYV Difference
1 Month -3.70% -3.87% +0.17%
3 Months -4.10% -0.54% -3.56%
6 Months -2.49% +1.51% -4.00%
YTD -4.10% -0.54% -3.56%
1 Year +16.02% +10.47% +5.55%
3 Years +59.51% +39.05% +20.46%
5 Years +61.35% +47.10% +14.25%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IVV Fees SPYV 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 SPYV
Annualized Volatility 16.9% 14.4%
Max Drawdown -25.4% -19.1%
Sharpe Ratio 0.39 0.30

Dividend Comparison

Metric IVV SPYV
Annual Dividend (per share) $8.06 $1.03
Dividend Yield 1.22% 1.82%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IVV if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Related Comparisons