IVVvsSPDETF Comparison
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iShares Core S&P 500 ETF (IVV) belongs to the US Large Cap segment. Simplify US Equity PLUS Downside Convexity ETF (SPD) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. IVV is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.53% for SPD. IVV is up 8.72% year-to-date (YTD) with -$2.52B in YTD flows. SPD performs worse with 4.55% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of IVV and SPD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IVV vs SPD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 05/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVV SPD | +7.71%+8.70% | +7.10%+3.81% | +8.72%+4.55% | +28.37%+17.83% | +86.85%+65.49% | +91.69%+47.84% |
| Flows | IVV SPD | +$10.17B-$4M | +$6.88B-$15M | -$2.52B-$15M | +$74.12B+$6M | +$202.37B-$34M | +$237.66B-$31M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVV SPD | +15.29%+12.46% | +12.17%+14.00% | +14.92%+16.82% | +16.95%+16.17% |
| Max drawdown | IVV SPD | -8.56%-9.17% | -8.90%-11.92% | -18.75%-14.87% | -24.51%-26.93% |
| Max drawdown duration | IVV SPD | 47d66d | 76d185d | 126d98d | 708d897d |
Trading data
IVV | SPD | |
Last sale 5/12/2026 at 1:30 PM | $741.40 | $40.99 |
| Previous close 05/11/2026 | $742.75 | $40.89 |
| Consolidated volume 05/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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SPD
is actively managed and doesn’t replicate an indexIVV | SPD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/12/2026 at 1:30 PM
Live
Closed
IVV | SPD | |
|---|---|---|
| Last price | $741.40 | $40.99 |
| 1D performance | -0.18% | +0.24% |
| AuM | $823.52 B | $106.35 M |
| E/R | 0.03% | 0.53% |
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Exposure
Countries
IVV
USA
96.92%
Other
3.08%
SPD
USA
96.06%
Other
3.94%
Sectors
IVV
Information Techn.
33.88%
Financials
10.37%
Communication Ser.
10.22%
Consumer Discreti.
10%
Health Care
9.31%
Industrials
8.31%
Other
17.92%
SPD
Information Techn.
33.58%
Financials
10.28%
Communication Ser.
10.13%
Consumer Discreti.
9.91%
Health Care
9.23%
Industrials
8.24%
Other
18.65%
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Diversification
IVV
Total weight of top 15 holdings out of 15
42.43%
SPD
Total weight of top 15 holdings out of 15
42.05%
Top 15 holdings
Data as of March 31, 2026
IVV
NVIDIA
7.56%
APPLE
6.65%
MICROSOFT-T
4.91%
AMAZON.COM INC
3.63%
ALPHABET INC-CL
2.99%
BROADCOM LIMITED
2.62%
ALPHABET INC-CL
2.39%
META PLATFORMS
2.23%
TESLA
1.87%
BERKSHIRE HATHWAY
1.57%
JPMORGAN CHASE
1.42%
LILLY
1.30%
EXXON
1.27%
JOHNSON&JOHNSON
1.05%
WALMART INC
0.97%
SPD
NVIDIA
7.50%
APPLE
6.59%
MICROSOFT-T
4.86%
AMAZON.COM INC
3.60%
ALPHABET INC-CL
2.96%
BROADCOM LIMITED
2.60%
ALPHABET INC-CL
2.37%
META PLATFORMS
2.21%
TESLA
1.85%
BERKSHIRE HATHWAY
1.55%
JPMORGAN CHASE
1.40%
LILLY
1.29%
EXXON
1.25%
JOHNSON&JOHNSON
1.04%
WALMART INC
0.96%
Frequently asked questions about IVV and SPD
How have the IVV and SPD ETFs performed in 2026?
As of May 11, 2026, IVV is up 8.72% year-to-date (YTD), while SPD has returned 4.55%. That puts IVV better performer ahead so far this year.
Which ETF is attracting more investor money: IVV or SPD?
Year-to-date, the IVV ETF saw -$2.52B in flows, compared to -$15M for SPD.
Which ETF is more volatile: IVV or SPD?
Over the past year, IVV had a volatility of 12.17%, while SPD experienced 14%.
Which ETF is bigger: IVV or SPD?
As of May 11, 2026, IVV holds $823.52 B in assets under management (AUM), while SPD manages $106.35 M.
What sectors do the IVV and SPD ETFs invest in?
IVV leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SPD focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the IVV ETF and SPD ETF?
IVV top holdings include NVIDIA, APPLE and MICROSOFT-T. SPD holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVV or SPD?
IVV holds 504 securities with 42.43% of its assets in the top 15. SPD has 504 securities and a top 15 weight of 42.05%.
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