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IVV vs. SPYD

iShares Core S&P 500 ETF

IVV
$
Today’s Change
()
vs

SPDR Portfolio S&P 500 High Dividend ETF

SPYD
$
Today’s Change
()

Correlation

1M
3M
6M
YTD
1Y
3Y
Max

Performance Measures**

for the time period May 19, 2000 to Dec 16, 2025

Returns

1M Trailing Return:

3M Trailing Return:

IVV

2.0%

3.2%

SPYD

2.9%

-0.1%

Diff.

-0.9%

+3.3%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

IVV

-55.3%

24.5%

SPYD

-46.4%

19.9%

Diff.

-8.9%

+4.6%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

IVV

0.44

0.15

SPYD

0.51

0.18

Diff.

-0.07

-0.03

IVViShares Core S&P 500 ETF
SPYDSPDR Portfolio S&P 500 High Dividend ETF

What is IVV?

The iShares S&P 500 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap stocks as represented by the Standard & Poors 500 Index.

Snapshot
**

IVV iShares Core S&P 500 ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF
Inception date
May 15, 2000
Oct 21, 2015
Expense ratio
0.03%
0.07%
IVV has a lower expense ratio than SPYD by 0.04%. This can indicate that it’s cheaper to invest in IVV than SPYD.
Type
US Equities
US Equities
IVV targets investing in US Equities, while SPYD targets investing in US Equities.
Fund owner
Blackrock (iShares)
State Street (SPDR)
IVV is managed by Blackrock (iShares), while SPYD is managed by State Street (SPDR).
Volume (1m avg. daily)
$1,773,176,007
$31,341,265
Both IVV and SPYD are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$342,279,931,285
$6,188,814,848
IVV has more assets under management than SPYD by $336,091,116,437. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
S&P 500 Index
S&P 500 High Dividend Index
IVV is based off of the S&P 500 Index, while SPYD is based off of the S&P 500 High Dividend Index
Inverse/Leveraged
No
No
Neither IVV nor SPYD use an inverse or leveraged strategy.
Passive/Active
Passive
Passive
IVV and SPYD both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
Yes
SPYD may offer dividends, while IVV does not. The frequency and yield of the dividend for SPYD may vary.
Prospectus
Neither IVV nor SPYD require a K1.

Trading Strategies
Related toIVV

Bastardized Pareto's Portfolio

Category

Tactical allocation, risk-on/off, momentum, mean reversion, leveraged ETFs, vol hedge, commodities, bonds, EM

OOS Cumulative Return

79.43%

Trading Strategies
Related toSPYD

Dividend ETFs

Category

Dividend income, equity factors, multi-ETF, buy-and-hold, global equities, value tilt, low-volatility tilt

OOS Cumulative Return

28.56%

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.