IVE vs SDOG: Yield, Cost and Returns Compared
As of Nov 5, 2026, SDOG yields more: 3.34% (dividend yield) against 1.51% for IVE. IVE is cheaper to own at 0.18% a year vs 0.36%. Over the same 14 years (Jun 2012 to Oct 2026), IVE returned 12.3% a year with distributions reinvested, and SDOG 11.8%.
| Compared | IVE | SDOG |
|---|---|---|
| YieldDividend yield | 1.51% | 3.34% |
| Expense ratio | 0.18% | 0.36% |
| Total return, 1 yr | +16.6% | +29.3% |
| Total return, 3 yr (a year) | +18.7% | +22.4% |
| Total return, 5 yr (a year) | +11.6% | +11.5% |
| Total return, 10 yr (a year) | +12.2% | +10.4% |
| Worst drop since Jun 2012 | -25.3% | -32.1% |
| Share price since Jun 2012 | +285% | +189% |
| Pays | Quarterly | Quarterly |
| Issuer | iShares | ALPS |
| Assets | $50.7B | $1.5B |
| Started | 2000 | 2012 |
| Type | Large Value | Large Value |
Higher yield
SDOG
3.34%
Lower cost
IVE
0.18%
Better total return
IVE
12.3%/yr
Smaller worst drop
IVE
-25.3%
Key facts: IVE vs SDOG
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, IVE yields 1.51% (dividend yield) and SDOG yields 3.34% (dividend yield).
- IVE's expense ratio is 0.18% and SDOG's is 0.36%: $18 vs $36 a year on $10,000.
- From Jun 2012 to Oct 2026, $10,000 in IVE grew to $52,517 (12.3% a year) and $10,000 in SDOG to $49,636 (11.8% a year), distributions reinvested.
- Their worst month-end drops over that time: -25.3% for IVE and -32.1% for SDOG.
- 1 of IVE's top ten holdings are also in SDOG's top ten, an overlap of at least 2% of the fund.
Cite this page
SmarterDividends, "IVE vs SDOG: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/ive-vs-sdog
$10,000 in each, Jun 2012 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
IVE became
$52,517
12.3% a year
SDOG became
$49,636
11.8% a year
Year by year
| Year | IVE | SDOG |
|---|---|---|
| 2025 | +13.0% | +11.1% |
| 2024 | +12.0% | +14.7% |
| 2023 | +22.1% | +4.2% |
| 2022 | −5.4% | −0.2% |
| 2021 | +24.7% | +24.6% |
| 2020 | +1.2% | −0.4% |
| 2019 | +31.6% | +24.0% |
| 2018 | −9.2% | −11.4% |
| 2017 | +15.2% | +12.6% |
| 2016 | +17.3% | +22.5% |
| 2015 | −3.3% | −3.2% |
| 2014 | +12.2% | +15.0% |
| 2013 | +31.6% | +34.3% |
Total return each calendar year, distributions reinvested.
Top holdings
1 of the top ten overlap, at least 2% of each fund.
IVE
- AAPL Apple Inc8.2%
- AMZN Amazon.com Inc3.6%
- XOM ExxonMobil Holdings Corp2.5%
- WMT Walmart Inc1.8%
- CVX Chevron Corp1.5%
- COST Costco Wholesale Corp1.5%
- TSLA Tesla Inc1.4%
- PG Procter & Gamble Co1.2%
- MRK Merck & Co Inc1.2%
- UNH UnitedHealth Group Inc1.2%
SDOG
- ACN Accenture PLC Class A2.7%
- LMT Lockheed Martin Corp2.4%
- DOW Dow Inc2.3%
- ABBV AbbVie Inc2.2%
- MO Altria Group Inc2.2%
- EOG EOG Resources Inc2.2%
- COP ConocoPhillips2.2%
- AMCR Amcor PLC Ordinary Shares2.2%
- TXN Texas Instruments Inc2.2%
- CVX Chevron Corp2.1%
IVE vs SDOG: questions
Is IVE or SDOG better?
It depends on the job. SDOG pays more today (3.34% vs 1.51%), IVE costs less, and IVE has the better total return over Jun 2012 to Oct 2026, with IVE holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, IVE or SDOG?
SDOG, at 3.34% against 1.51% for IVE as of Nov 5, 2026. On $10,000 that's about $334 vs $151 a year at today's rates.
Which has the better total return?
IVE. From Jun 2012 to Oct 2026, it returned 12.3% a year with distributions reinvested, against 11.8% for SDOG. $10,000 became $52,517 vs $49,636.
Which is cheaper, IVE or SDOG?
IVE, with a 0.18% expense ratio against 0.36%.
Do IVE and SDOG hold the same things?
Partly. 1 of their top ten holdings match (CVX), at least 2% of each fund. Owning both doubles up on those.
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. IVE leads on 5 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.