IVV vs TCHI
iShares Core S&P 500 ETF vs iShares MSCI China Multisector Tech 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 | TCHI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.59% | |
| AUM | $907.0B | $46M | |
| Dividend Yield | 1.10% | 2.36% | |
| Holdings | 508 | 196 | |
| YTD Return | +14.29% | -0.61% | |
| 1Y Return | +21.79% | +11.90% | |
| 3Y Return (annualized) | +22.19% | +13.85% | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | 32.2% | |
| Max Drawdown | -56.5% | -44.0% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 25, 2022 |
IVV vs TCHI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares MSCI China Multisector Tech ETF (TCHI) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +21.79% while TCHI returned +11.90%. Year to date, IVV is up 14.29% versus a loss of 0.61% for TCHI.
Over three years, IVV compounded at +22.19% per year against +13.85% for TCHI. Across the full 5-year window we track, IVV has the edge at +7.06% annualized vs +1.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TCHI has been the more volatile fund, with annualized monthly volatility of 32.2% 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 -44.0% for TCHI. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TCHI charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.36% for TCHI.
Holdings Overlap
IVV and TCHI share 1 holdings out of 694 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in TCHI | Difference |
|---|---|---|---|
| XTSLA | 0.15% | 0.08% | 0.07% |
Frequently Asked Questions
Which is cheaper, IVV or TCHI?
IVV has an expense ratio of 0.03% while TCHI charges 0.59%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, IVV or TCHI?
Over the past year IVV returned +21.79% vs +11.90% for TCHI, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.06% vs +1.12% for TCHI. Past performance does not guarantee future results.
Which is riskier, IVV or TCHI?
TCHI has been the more volatile fund at 32.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TCHI -44.0%.
Should I hold both IVV and TCHI?
IVV and TCHI have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TCHI?
IVV and TCHI share 1 common holdings with a 0.1% weight overlap. Combined, they hold 694 unique securities.
Which pays a higher dividend, IVV or TCHI?
IVV yields 1.10% while TCHI yields 2.36%, so TCHI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.