Programmatic ETF Overlap Matrix

IVV vs SPY: S&P 500 ETF Fee & Overlap Breakdown

Compare IVV.AX (iShares S&P 500 ETF) vs SPY.AX (SPDR S&P 500 ETF Trust) ETF holding overlap, sector concentration, MER fee differences, and 5Y CAGR returns.

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Structural Holding Overlap
76%
High Redundancy Risk

Executive Quantitative Summary

Both IVV.AX and SPY.AX serve as institutional building blocks for Australian investors, displaying a 76% structural asset overlap. Investors prioritizing low cost may favor IVV.AX (0.04% MER), while those seeking broader index coverage may prefer SPY.AX (503 total holdings).

IVV.AX: 503 holdingsSPY.AX: 503 holdings

Side-by-Side Metric Specifications

Metric / SpeciShares S&P 500 ETF (IVV.AX)SPDR S&P 500 ETF Trust (SPY.AX)
Issuer / ProviderBlackRock iSharesState Street Global Advisors
Benchmark IndexS&P 500 Index (AUD Hedged/Unhedged)S&P 500 Index
Management Fee (MER)0.04% p.a.0.09% p.a.
Total Stock Holdings503 stocks503 stocks
Distribution CadenceQuarterlyQuarterly
5-Year Return (CAGR)+14.85%+14.78%

Overlapping Stock Holdings Breakdown

Stock SymbolCompany NameIVV.AX WeightSPY.AX Weight
MSFTMicrosoft Corp7.12%7.10%
AAPLApple Inc6.45%6.44%
NVDANVIDIA Corp6.18%6.16%
AMZNAmazon.com Inc3.82%3.80%
METAMeta Platforms Inc2.45%2.44%
GOOGLAlphabet Inc Class A2.05%2.04%
BRK.BBerkshire Hathaway Inc1.72%1.71%
AVGOBroadcom Inc1.68%1.67%

Key Institutional Takeaways

  • 1Management Expense Ratio (MER): iShares S&P 500 ETF costs 0.04% p.a. vs SPDR S&P 500 ETF Trust at 0.09% p.a. (a 0.05% annual cost differential).
  • 2Index Standard: iShares S&P 500 ETF tracks the S&P 500 Index (AUD Hedged/Unhedged) (503 stocks) whereas SPDR S&P 500 ETF Trust tracks the S&P 500 Index (503 stocks).
  • 3Distribution Cadence: iShares S&P 500 ETF pays quarterly distributions compared to SPDR S&P 500 ETF Trust's quarterly payout cycle.
  • 4Historical Performance: 5-Year CAGR stands at 14.85% for IVV.AX vs 14.78% for SPY.AX.

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