IVV vs MINN
iShares Core S&P 500 ETF vs Mairs & Power Minnesota Municipal Bond ETF
Which is better, IVV or MINN?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 48.1%.
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
| Metric | IVV | MINN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.25% |
| AUM | $876.4B | $51M |
| Dividend Yield | 1.06% | 3.14% |
| Holdings | 508 | 127 |
| YTD Return | +12.39%Best | -6.46% |
| 1Y Return | +16.61%Best | -4.34% |
| 3Y Return (annualized) | +21.38%Best | +1.65% |
| 5Y Return (annualized) | +13.51%Best | -1.76% |
| Volatility (annualized) | 15.3% | 7.8%Best |
| Max Drawdown | -24.5% | -18.4%Best |
| $10,000 over 5 years | $18,844Best | $9,150 |
| Top 10 Weight | 37.8%Best | 48.1% |
| Fund Family | iShares by BlackRock (US) | Mairs & Power |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Mar 11, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Mar 12, 2021 to Sep 18, 2026 (5.5 years).
IVV vs MINN 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 covers the 5.5 years both funds cover.
IVV vs MINN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Mairs & Power Minnesota Municipal Bond ETF (MINN) is an ETF from Mairs & Power. Over the past year IVV returned +16.61% while MINN returned -4.34%. Year to date, IVV is up 12.39% versus a loss of 6.46% for MINN.
Over three years, IVV compounded at +21.38% per year against +1.65% for MINN; over five years the annualized figures are +13.51% and -1.76% respectively. Across the full 6-year window we track, IVV has the edge at +14.32% annualized vs -1.35%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 7.8% for MINN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.5% for IVV and -18.4% for MINN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while MINN charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 3.14% for MINN.
Holdings Overlap
29.9% of IVV's money is in holdings MINN also owns. 53.6% of MINN's money is in holdings IVV also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 490 positions we hold weights for in IVV and 42 in MINN, against full books of 508 and 127.
What only one of them owns
Our book lists 6 positions for MINN that do not appear in our book for IVV (11.8% of the fund), and 460 for IVV that do not appear in MINN (68.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in MINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 7.31% | 0.76% |
| MSFTMicrosoft Corp | 5.69% | 5.93% | 0.24% |
| AMZNAmazon.Com Inc | 3.84% | 5.37% | 1.53% |
| AVGOBroadcom Inc | 2.65% | 3.40% | 0.75% |
| GOOGLAlphabet Inc,class A | 3.00% | 2.32% | 0.68% |
| TTWOTake-Two Interactive Software, Inc. | 0.06% | 4.83% | 4.77% |
| METAMeta Platforms Inc | 1.90% | 2.75% | 0.85% |
| AMDAdvanced Micro Devices Inc | 1.16% | 2.31% | 1.15% |
| LITELumentum Holdings Inc | 0.11% | 2.43% | 2.32% |
| GEVGe Vernova, Inc. | 0.36% | 2.15% | 1.79% |
53.6% of MINN is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or MINN?
IVV has an expense ratio of 0.03% while MINN charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, IVV or MINN?
Over the past year IVV returned +16.61% vs -4.34% for MINN, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +14.32% vs -1.35% for MINN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MINN?
IVV has been the more volatile fund at 15.3% annualized versus 7.8% for MINN. Worst drawdown: IVV -24.5% vs MINN -18.4%.
Should I hold both IVV and MINN?
IVV and MINN have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and MINN?
53.6% of MINN's money is in holdings IVV also owns. 53.6% of MINN's is in holdings IVV also owns. They hold 22 positions in common, counted across the 490 positions we hold weights for in IVV and 42 in MINN.
Which pays a higher dividend, IVV or MINN?
IVV yields 1.06% while MINN yields 3.14%, so MINN currently pays the higher dividend yield.
Is MINN better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 48.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.