IVV vs TCHP
iShares Core S&P 500 ETF vs T. Rowe Price Blue Chip Growth 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 | TCHP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.57% | |
| AUM | $907.0B | $2.2B | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 65 | |
| YTD Return | +13.51% | +2.88% | |
| 1Y Return | +20.65% | +7.43% | |
| 3Y Return (annualized) | +21.94% | +22.31% | |
| 5Y Return (annualized) | +12.95% | +8.77% | |
| Volatility (annualized) | 15.1% | 19.9% | |
| Max Drawdown | -56.5% | -42.3% | |
| Fund Family | iShares by BlackRock (US) | T.Rowe Price | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 4, 2020 |
IVV vs TCHP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price Blue Chip Growth ETF (TCHP) is a ETF from T.Rowe Price. Over the past year IVV returned +20.65% while TCHP returned +7.43%. Year to date, IVV is up 13.51% versus a gain of 2.88% for TCHP.
Over three years, IVV compounded at +21.94% per year against +22.31% for TCHP; over five years the annualized figures are +12.95% and +8.77% respectively. Across the full 6-year window we track, TCHP has the edge at +12.33% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TCHP has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -42.3% for TCHP. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while TCHP charges 0.57%. On a $10,000 position that is $3 vs $57 annually, a gap of $54 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TCHP.
Holdings Overlap
IVV and TCHP share 57 holdings out of 513 unique holdings combined, representing a 48.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or TCHP?
IVV has an expense ratio of 0.03% while TCHP charges 0.57%. IVV is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, IVV or TCHP?
Over the past year IVV returned +20.65% vs +7.43% for TCHP, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.02% vs +12.33% for TCHP. Past performance does not guarantee future results.
Which is riskier, IVV or TCHP?
TCHP has been the more volatile fund at 19.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TCHP -42.3%.
Should I hold both IVV and TCHP?
IVV and TCHP have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and TCHP?
IVV and TCHP share 57 common holdings with a 48.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or TCHP?
IVV yields 1.10% while TCHP yields 0.00%, so IVV currently pays the higher dividend yield.
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