IVV vs SXQG
iShares Core S&P 500 ETF vs ETC 6 Meridian Quality Growth ETF
Which is better, IVV or SXQG?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 43.0%.
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 | SXQG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.70% |
| AUM | $896.5B | $63M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 235 |
| YTD Return | +13.59%Best | +3.37% |
| 1Y Return | +17.54%Best | +2.54% |
| 3Y Return (annualized) | +22.46%Best | +11.82% |
| 5Y Return (annualized) | +13.28%Best | +5.68% |
| Volatility (annualized) | 15.3%Best | 16.4% |
| Max Drawdown | -24.5%Best | -34.0% |
| $10,000 over 5 years | $18,654Best | $13,181 |
| Top 10 Weight | 38.9%Best | 43.0% |
| Fund Family | iShares by BlackRock (US) | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | May 10, 2021 |
Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Oct 14, 2026 (5.4 years).
IVV vs SXQG 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 5.4 years both funds cover.
IVV vs SXQG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year IVV returned +17.54% while SXQG returned +2.54%. Year to date, IVV is up 13.59% versus a gain of 3.37% for SXQG.
Over three years, IVV compounded at +22.46% per year against +11.82% for SXQG; over five years the annualized figures are +13.28% and +5.68% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SXQG has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.3% 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 -24.5% for IVV and -34.0% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while SXQG charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for SXQG.
Holdings Overlap
36.1% of IVV's money is in holdings SXQG also owns. 89.7% of SXQG's money is in holdings IVV also owns.
Most of SXQG is already inside IVV. Owning both mostly buys the same companies twice.
52 positions in common, counted across the 506 positions we hold weights for in IVV and 84 in SXQG, against full books of 508 and 235.
What only one of them owns
Our book lists 28 positions for SXQG that do not appear in our book for IVV (8.0% of the fund), and 448 for IVV that do not appear in SXQG (63.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SXQG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 4.74% | 3.70% |
| AAPLApple, Inc | 7.29% | 4.97% | 2.32% |
| MSFTMicrosoft Corp | 5.76% | 4.94% | 0.82% |
| GOOGLAlphabet Inc | 3.00% | 4.80% | 1.80% |
| MUMicron Technology, Inc. | 1.87% | 4.29% | 2.42% |
| LLYEli Lilly & Co. | 1.39% | 3.93% | 2.54% |
| PLTRPalantir Technologies Inc | 0.66% | 4.17% | 3.51% |
| VVisa Inc Class A | 0.93% | 3.71% | 2.78% |
| COSTCostco Wholesale Corp. | 0.61% | 3.75% | 3.14% |
| MAMastercard Inc | 0.67% | 3.68% | 3.01% |
89.7% of SXQG 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 SXQG?
IVV has an expense ratio of 0.03% while SXQG charges 0.70%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, IVV or SXQG?
Over the past year IVV returned +17.54% vs +2.54% for SXQG, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SXQG?
SXQG has been the more volatile fund at 16.4% annualized versus 15.3% for IVV. Worst drawdown: IVV -24.5% vs SXQG -34.0%.
Should I hold both IVV and SXQG?
IVV and SXQG have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between IVV and SXQG?
89.7% of SXQG's money is in holdings IVV also owns. 89.7% of SXQG's is in holdings IVV also owns. They hold 52 positions in common, counted across the 506 positions we hold weights for in IVV and 84 in SXQG.
Which pays a higher dividend, IVV or SXQG?
IVV yields 1.10% while SXQG yields 0.00%, so IVV currently pays the higher dividend yield.
Is SXQG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 43.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.