IVV vs TDAQ

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTDAQWinner
Expense Ratio0.03%0.68%
AUM$865.2B$270M
Dividend Yield1.09%11.81%
Holdings5085
YTD Return+13.80%+9.79%
1Y Return+23.01%+19.42%
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-14.2%
Fund FamilyiShares by BlackRock (US)TappAlpha
CategoryEquityAlternative
InceptionMay 15, 2000Sep 4, 2025

IVV vs TDAQ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) is a ETF from TappAlpha. Over the past year IVV returned +23.01% while TDAQ returned +19.42%. Year to date, IVV is up 13.80% versus a gain of 9.79% for TDAQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -14.2% for TDAQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while TDAQ charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 11.81% for TDAQ.

Holdings Overlap

0.0%overlap

IVV and TDAQ share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or TDAQ?

IVV has an expense ratio of 0.03% while TDAQ charges 0.68%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, IVV or TDAQ?

Over the past year IVV returned +23.01% vs +19.42% for TDAQ, so IVV leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between IVV and TDAQ?

IVV and TDAQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, IVV or TDAQ?

IVV yields 1.09% while TDAQ yields 11.81%, so TDAQ currently pays the higher dividend yield.

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