DISK vs IVV

DISK vs IVV

Which is better, DISK or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDISKIVV
Expense Ratio0.75%0.03%Best
AUM$95M$876.4B
Dividend Yield0.00%1.06%
Holdings17508
YTD Return-19.68%+14.15%Best
1Y Return-+17.31%
3Y Return (annualized)-+23.17%
5Y Return (annualized)-+13.85%
Fund FamilyTema Global LimitediShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 30, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

DISK vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DISK vs IVV Performance

Tema Memory ETF (DISK) is an ETF from Tema Global Limited and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, DISK is down 19.68% versus a gain of 14.15% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

DISK charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, DISK currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

IVV already in DISK2.5%

At least 2.5% of IVV's money is in holdings DISK also owns.

Stated as a floor: for DISK, our book for it covers 91.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and DISK share little of their money.

4 positions in common, counted across the 17 positions we hold weights for in DISK and 490 in IVV, against full books of 17 and 508.

Top Shared Holdings

StockWeight in DISKWeight in IVVDifference
SNDKSandisk Corp/De16.84%0.35%16.49%
MUMicron Technology, Inc.4.64%1.63%3.01%
STXSeagate Technology Holdings Plc4.28%0.28%4.00%
WDCWestern Digital Corp Company Guar 11/28 34.29%0.23%4.06%

You are not choosing between two funds in isolation.

Whichever of DISK and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DISKIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DISK or IVV?

DISK has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

What is the holdings overlap between DISK and IVV?

At least 2.5% of IVV's money is in holdings DISK also owns. Our book for DISK is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 17 positions we hold weights for in DISK and 490 in IVV.

Which pays a higher dividend, DISK or IVV?

DISK yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than DISK?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.