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SSPYvsIUSVETF Comparison

ETF 1
SSPY

Stratified LargeCap Index ETF

This fund is part of
US Large Cap
+0.54%
VS
ETF 2
IUSV

iShares Core S&P U.S. Value ETF

This fund is part of
US Large Cap Value
+0.85%

Stratified LargeCap Index ETF (SSPY) belongs to the US Large Cap segment. iShares Core S&P U.S. Value ETF (IUSV) is part of the US Large Cap Value segment. SSPY's top 3 sector exposures are Information Technology, Consumer Discretionary and Health Care. In contrast, IUSV's top sector exposures are Information Technology, Financials and Consumer Discretionary. SSPY is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.04% for IUSV. SSPY is up 10.52% year-to-date (YTD) with -$2M in YTD flows. IUSV performs worse with 8.58% YTD performance, and -$169K in YTD flows. Run a side-by-side ETF comparison of SSPY and IUSV 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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SSPY vs IUSV performance and flow charts

Performance

-1.00.01.02.03.0%May 11May 18May 25Jun 1Jun 8

Cumulative Flows

0 M50 M100 M150 M200 MMay 11May 18May 25Jun 1Jun 8

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/11/2026
1M3MYTD1Y3Y5Y
Perf.
SSPY
IUSV
+2.71%+1.98%
+6.56%+8.58%
+10.52%+8.58%
+20.70%+20.84%
+53.97%+53.61%
+58.33%+68.03%
Flows
SSPY
IUSV
-+$230M
-+$516M
-$2M-$169K
-$13M+$1.92B
-$15M+$5.44B
+$13M+$8.00B
Volatility and drawdown
3M1Y3Y5Y
Volatility
SSPY
IUSV
+11.91%+10.66%
+10.97%+10.20%
+13.22%+12.79%
+15.75%+14.69%
Max drawdown
SSPY
IUSV
-3.74%-2.60%
-7.43%-6.36%
-15.97%-17.77%
-19.57%-17.96%
Max drawdown duration
SSPY
IUSV
27d21d
65d80d
211d263d
707d286d
Trading data

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SSPY
IUSV
Last sale
6/12/2026 at 1:30 PM
$96.73
$110.88
Previous close
06/11/2026
$95.96
$110.04
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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SSPY
IUSV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
SSPY
IUSV
Last price
$96.73
$110.88
1D performance
+0.80%
+0.76%
AuM$125.55 M$26.42 B
E/R0.45%0.04%
Characteristics
SSPY
IUSV
Management strategyPassivePassive
ProviderExchange Traded ConceptsiShares
BenchmarkSyntax Stratified LargeCap IndexS&P 900 Value Index
N° of holdings471706
Asset classEquitiesEquities
Trailing 12m distribution yield
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Inception dateJanuary 2, 2019July 24, 2000
ESGNoNo
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Exposure

Countries

SSPY
USA
92.11%
Other
7.89%
IUSV
USA
94.96%
Other
5.04%

Sectors

SSPY
Information Techn.
16.02%
Consumer Discreti.
12.37%
Health Care
11.15%
Industrials
10.31%
Financials
10.28%
Consumer Staples
9.46%
Other
30.41%
IUSV
Information Techn.
19.89%
Financials
13.42%
Consumer Discreti.
11.18%
Industrials
11.09%
Health Care
10.89%
Consumer Staples
8.71%
Other
24.81%
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Diversification

SSPY

Total weight of top 15 holdings out of 15

11.38%
IUSV

Total weight of top 15 holdings out of 15

27.3%

Top 15 holdings

Data as of April 30, 2026
SSPY
SYNCHRONY FINANCIAL
1.20%
MICROSOFT-T
1.09%
CAPITAL ONE FINANCIAL
1.07%
INTL BUSINESS MACHINES CORP
0.95%
ROSS STORES
0.82%
TJX
0.76%
COSTCO WHOLESALE
0.74%
META PLATFORMS
0.73%
KROGER
0.67%
SYSCO
0.64%
CENTENE
0.58%
HUMANA
0.56%
APPLE
0.54%
ONEOK
0.53%
LOEWS
0.52%
IUSV
APPLE
6.59%
AMAZON.COM INC
4.03%
EXXON
2.13%
WALMART INC
1.91%
COSTCO WHOLESALE
1.49%
INTEL-T
1.47%
TESLA
1.35%
CHEVRON TEXACO
1.20%
BK OF AMERICA CO
1.17%
PROCTERGAMBLE
1.13%
UNITEDHEALTH GRP
1.11%
HOME DEPOT
1.08%
MERCK & CO INC
0.90%
JPMORGAN CHASE
0.89%
TEXAS INSTRUMENTS
0.84%
Frequently asked questions about SSPY and IUSV

How have the SSPY and IUSV ETFs performed in 2026?

As of June 11, 2026, SSPY is up 10.52% year-to-date (YTD), while IUSV has returned 8.58%. That puts SSPY better performer ahead so far this year.

Which ETF is attracting more investor money: SSPY or IUSV?

Year-to-date, the SSPY ETF saw -$2M in flows, compared to -$169K for IUSV.

Which ETF is more volatile: SSPY or IUSV?

Over the past year, SSPY had a volatility of 10.97%, while IUSV experienced 10.2%.

Which ETF is bigger: SSPY or IUSV?

As of June 11, 2026, SSPY holds $125.55 M in assets under management (AUM), while IUSV manages $26.42 B.

What sectors do the SSPY and IUSV ETFs invest in?

SSPY leans toward sectors like Information Technology, Consumer Discretionary and Health Care. Meanwhile, IUSV focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the SSPY ETF and IUSV ETF?

SSPY top holdings include SYNCHRONY FINANCIAL, MICROSOFT-T and CAPITAL ONE FINANCIAL. IUSV holds in its top three: APPLE, AMAZON.COM INC and EXXON.

Which ETF is more diversified: SSPY or IUSV?

SSPY holds 489 securities with 11.38% of its assets in the top 15. IUSV has 742 securities and a top 15 weight of 27.3%.

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