IVV vs SUPP
iShares Core S&P 500 ETF vs TCW Transform Supply Chain ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SUPP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $13M | |
| Dividend Yield | 1.10% | 0.32% | |
| Holdings | 508 | 32 | |
| YTD Return | +14.29% | +17.81% | |
| 1Y Return | +21.79% | +20.69% | |
| 3Y Return (annualized) | +22.19% | +17.79% | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | 19.5% | |
| Max Drawdown | -56.5% | -25.3% | |
| Fund Family | iShares by BlackRock (US) | TCW ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 14, 2023 |
IVV vs SUPP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and TCW Transform Supply Chain ETF (SUPP) is a ETF from TCW ETFs. Over the past year IVV returned +21.79% while SUPP returned +20.69%. Year to date, IVV is up 14.29% versus a gain of 17.81% for SUPP.
Over three years, IVV compounded at +22.19% per year against +17.79% for SUPP. Across the full 4-year window we track, SUPP has the edge at +16.25% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 15.1% for IVV. 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 -56.5% for IVV and -25.3% for SUPP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SUPP charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.32% for SUPP.
Holdings Overlap
IVV and SUPP share 11 holdings out of 523 unique holdings combined, representing a 14.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SUPP?
IVV has an expense ratio of 0.03% while SUPP charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or SUPP?
Over the past year IVV returned +21.79% vs +20.69% for SUPP, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.06% vs +16.25% for SUPP. Past performance does not guarantee future results.
Which is riskier, IVV or SUPP?
SUPP has been the more volatile fund at 19.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SUPP -25.3%.
Should I hold both IVV and SUPP?
IVV and SUPP have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SUPP?
IVV and SUPP share 11 common holdings with a 14.8% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, IVV or SUPP?
IVV yields 1.10% while SUPP yields 0.32%, so IVV currently pays the higher dividend yield.
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