IVV vs SMYY

IVV vs SMYY

Which is better, IVV or SMYY?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVSMYY
Expense Ratio0.03%Best1.07%
AUM$896.5B$6M
Dividend Yield1.10%238.28%
Holdings50818
YTD Return+13.59%Best-12.71%
1Y Return+17.54%Best-35.88%
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Volatility (annualized)12.7%Best26.3%
Max Drawdown-8.9%Best-38.3%
$10,000 over 1 years$11,621Best$6,895
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Sep 30, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 30, 2025 to Oct 14, 2026 (1 years).

IVV vs SMYY 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 1 years both funds cover.

IVV vs SMYY Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST SMCI ETF (SMYY) is an ETF from GraniteShares. Over the past year IVV returned +17.54% while SMYY returned -35.88%. Year to date, IVV is up 13.59% versus a loss of 12.71% for SMYY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMYY has been the more volatile fund, with annualized monthly volatility of 26.3% compared with 12.7% 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 -8.9% for IVV and -38.3% for SMYY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while SMYY charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 238.28% for SMYY.

You are not choosing between two funds in isolation.

Whichever of IVV and SMYY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSMYY

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Frequently Asked Questions

Which is cheaper, IVV or SMYY?

IVV has an expense ratio of 0.03% while SMYY charges 1.07%. IVV is the cheaper option, by $104 a year on a $10,000 investment.

Which performed better, IVV or SMYY?

Over the past year IVV returned +17.54% vs -35.88% for SMYY, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +16.21% vs -31.05% for SMYY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SMYY?

SMYY has been the more volatile fund at 26.3% annualized versus 12.7% for IVV. Worst drawdown: IVV -8.9% vs SMYY -38.3%.

Should I hold both IVV and SMYY?

IVV and SMYY have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or SMYY?

IVV yields 1.10% while SMYY yields 238.28%, so SMYY currently pays the higher dividend yield.

Is SMYY better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.