IVV vs SDOG
iShares Core S&P 500 ETF vs ALPS Sector Dividend Dogs ETF
Which is better, IVV or SDOG?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, SDOG over 1Y. SDOG is less concentrated, with 21.7% of the fund in its ten largest positions against 38.9%.
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 | SDOG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.36% |
| AUM | $896.5B | $1.4B |
| Dividend Yield | 1.10% | 3.60% |
| Holdings | 508 | 51 |
| YTD Return | +13.59% | +17.56%Best |
| 1Y Return | +17.54% | +21.61%Best |
| 3Y Return (annualized) | +22.46%Best | +18.86% |
| 5Y Return (annualized) | +13.28%Best | +9.97% |
| Volatility (annualized) | 14.0%Best | 15.8% |
| Max Drawdown | -33.9%Best | -46.4% |
| $10,000 over 5 years | $18,654Best | $16,083 |
| Top 10 Weight | 38.9% | 21.7%Best |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Jun 29, 2012 |
Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2012 to Oct 14, 2026 (14.3 years).
IVV vs SDOG 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 covers the 14.3 years both funds cover.
IVV vs SDOG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ALPS Sector Dividend Dogs ETF (SDOG) is an ETF from ALPS Advisors. Over the past year IVV returned +17.54% while SDOG returned +21.61%. Year to date, IVV is up 13.59% versus a gain of 17.56% for SDOG.
Over three years, IVV compounded at +22.46% per year against +18.86% for SDOG; over five years the annualized figures are +13.28% and +9.97% respectively. Across the full 14-year window we track, IVV has the edge at +13.52% annualized vs +9.02%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDOG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.0% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -46.4% for SDOG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SDOG charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.60% for SDOG.
Holdings Overlap
6.3% of IVV's money is in holdings SDOG also owns. 97.7% of SDOG's money is in holdings IVV also owns.
Most of SDOG is already inside IVV. Owning both mostly buys the same companies twice.
49 positions in common, counted across the 506 positions we hold weights for in IVV and 51 in SDOG, against full books of 508 and 51.
What only one of them owns
Measured across the 506 and 51 positions we hold weights for.
IVV holds 451 positions SDOG does not, 93.1% of the fund.
Largest: NVDA 8.44%, AAPL 7.29%, MSFT 5.76%, AMZN 3.68%, GOOGL 3.00%
Top Shared Holdings
| Stock | Weight in IVV | Weight in SDOG | Difference |
|---|---|---|---|
| ABBVAbbvie Inc. | 0.69% | 2.13% | 1.44% |
| TXNTexas Instruments Inc. | 0.39% | 2.28% | 1.89% |
| CVXChevron Corp Com USD.75 | 0.62% | 2.01% | 1.39% |
| MRKMerck & Co. Inc. | 0.54% | 2.09% | 1.55% |
| HPEHewlett Packard Enterprise Co. | 0.13% | 2.33% | 2.20% |
| ACNAccenture Plc | 0.20% | 2.25% | 2.05% |
| MCHPMicrochip Technology Inc. | 0.06% | 2.28% | 2.22% |
| PFEPfizer, Inc. | 0.24% | 2.09% | 1.85% |
| MOAltria Group Inc. | 0.17% | 2.03% | 1.86% |
| TGTTarget Corp. | 0.11% | 2.09% | 1.98% |
97.7% of SDOG 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 SDOG?
IVV has an expense ratio of 0.03% while SDOG charges 0.36%. IVV is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, IVV or SDOG?
Over the past year IVV returned +17.54% vs +21.61% for SDOG, so SDOG leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +13.52% vs +9.02% for SDOG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDOG?
SDOG has been the more volatile fund at 15.8% annualized versus 14.0% for IVV. Worst drawdown: IVV -33.9% vs SDOG -46.4%.
Should I hold both IVV and SDOG?
IVV and SDOG have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SDOG?
97.7% of SDOG's money is in holdings IVV also owns. 97.7% of SDOG's is in holdings IVV also owns. They hold 49 positions in common, counted across the 506 positions we hold weights for in IVV and 51 in SDOG.
Which pays a higher dividend, IVV or SDOG?
IVV yields 1.10% while SDOG yields 3.60%, so SDOG currently pays the higher dividend yield.
Is SDOG better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, SDOG over 1Y. SDOG is less concentrated, with 21.7% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.