Core Insights - The iShares Core S&P 500 ETF (IVV) and SPDR Portfolio S&P 500 ETF (SPLG) both aim to track the S&P 500 Index, providing diversified access to large-cap U.S. equities [1][7] Cost & Size Comparison - SPLG has a lower expense ratio of 0.02% compared to IVV's 0.03% [2][8] - Both funds have a 1-year return of 18.3% as of October 28, 2025, and a dividend yield of 1.16% [2] - SPLG's assets under management (AUM) stand at $86.83 billion, while IVV has a significantly larger AUM of $701.37 billion [2][3] Performance & Risk Metrics - The maximum drawdown over five years for SPLG is 24.49%, while IVV's is slightly higher at 24.52% [4] - An investment of $1,000 would grow to $2,092 in SPLG and $2,091 in IVV over five years [4] Portfolio Composition - IVV holds 503 securities with a sector exposure of 36% in technology, 13% in financial services, and 10% in consumer discretionary [5] - Top holdings in IVV include Nvidia, Apple, and Microsoft, each representing less than 10% of the portfolio [5] - SPLG mirrors IVV's sector weights and portfolio makeup, despite being from a different issuer [6]
iShares Core S&P 500 ETF vs. SPDR Portfolio S&P 500 ETF: One Offers Scale While the Other Boasts Lower Fees
The Motley Foolยท2025-11-01 22:25