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SPGM vs IVV

State Street SPDR Portfolio MSCI Global Stock Market ETF vs iShares Core S&P 500 ETF

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

Annual cost

0.09%

Fund size

$1.7B

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

Key differences

Both SPGM and IVV are equity ETFs. SPGM charges 0.09% a year and IVV 0.03%. The main difference: SPGM covers global markets; IVV covers North America.

  • SPGM covers global markets; IVV covers North America.
  • IVV costs 0.06% less per year.
  • IVV is much larger than SPGM. Larger funds are usually more liquid and less likely to close.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPGMIVV
Annual cost (TER)0.09%0.03%
Fund size (AUM)$1.7B$854.9B
Since20122000
Dividend yield1.67%1.06%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.1%+25.3%
CAGR 3Y+21.6%+22.5%
CAGR 5Y+11.1%+13.5%
Sharpe 3Y1.181.20
Volatility 1Y13.27%12.10%
Max drawdown-33.97%-33.90%

Similar to SPGM and IVV