IVV vs TECB
iShares Core S&P 500 ETF vs iShares US Tech Breakthrough Multisector ETF
Which is better, IVV or TECB?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 5Y, TECB over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.8%.
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 | TECB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.30% |
| AUM | $876.4B | $497M |
| Dividend Yield | 1.06% | 0.28% |
| Holdings | 508 | 177 |
| YTD Return | +12.27% | +27.96%Best |
| 1Y Return | +17.04% | +29.30%Best |
| 3Y Return (annualized) | +21.24% | +27.30%Best |
| 5Y Return (annualized) | +13.08%Best | +12.90% |
| Volatility (annualized) | 17.1%Best | 21.8% |
| Max Drawdown | -33.9%Best | -41.6% |
| $10,000 over 5 years | $18,490Best | $18,343 |
| Top 10 Weight | 37.8%Best | 40.8% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Jan 8, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Jan 10, 2020 to Sep 17, 2026 (6.7 years).
IVV vs TECB 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 6.7 years both funds cover.
IVV vs TECB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares US Tech Breakthrough Multisector ETF (TECB) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.04% while TECB returned +29.30%. Year to date, IVV is up 12.27% versus a gain of 27.96% for TECB.
Over three years, IVV compounded at +21.24% per year against +27.30% for TECB; over five years the annualized figures are +13.08% and +12.90% respectively. Across the full 7-year window we track, TECB has the edge at +18.49% annualized vs +14.89%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TECB has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 17.1% 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 -33.9% for IVV and -41.6% for TECB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while TECB charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.28% for TECB.
Holdings Overlap
40.8% of IVV's money is in holdings TECB also owns. 90.2% of TECB's money is in holdings IVV also owns.
Most of TECB is already inside IVV. Owning both mostly buys the same companies twice.
56 positions in common, counted across the 490 positions we hold weights for in IVV and 171 in TECB, against full books of 508 and 177.
What only one of them owns
Measured across the 490 and 171 positions we hold weights for.
IVV holds 426 positions TECB does not, 57.8% of the fund.
Largest: AVGO 2.65%, GOOG 2.39%, MU 1.63%, TSLA 1.56%, JPM 1.44%
Top Shared Holdings
| Stock | Weight in IVV | Weight in TECB | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 3.94% | 4.13% |
| AAPLApple, Inc | 7.02% | 3.78% | 3.24% |
| MSFTMicrosoft Corp | 5.69% | 4.46% | 1.23% |
| AMZNAmazon.Com Inc | 3.84% | 3.87% | 0.03% |
| GOOGLAlphabet Inc,class A | 3.00% | 3.37% | 0.37% |
| METAMeta Platforms Inc | 1.90% | 3.53% | 1.63% |
| PANWPalo Alto Networks, Inc | 0.47% | 4.84% | 4.37% |
| MRKMerck & Company Inc | 0.55% | 4.48% | 3.93% |
| VVisa Inc Class A | 0.95% | 4.07% | 3.12% |
| AMDAdvanced Micro Devices Inc | 1.16% | 3.70% | 2.54% |
90.2% of TECB 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 TECB?
IVV has an expense ratio of 0.03% while TECB charges 0.30%. IVV is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, IVV or TECB?
Over the past year IVV returned +17.04% vs +29.30% for TECB, so TECB leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +14.89% vs +18.49% for TECB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or TECB?
TECB has been the more volatile fund at 21.8% annualized versus 17.1% for IVV. Worst drawdown: IVV -33.9% vs TECB -41.6%.
Should I hold both IVV and TECB?
IVV and TECB have a monthly-return correlation of 0.88, 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 TECB?
90.2% of TECB's money is in holdings IVV also owns. 90.2% of TECB's is in holdings IVV also owns. They hold 56 positions in common, counted across the 490 positions we hold weights for in IVV and 171 in TECB.
Which pays a higher dividend, IVV or TECB?
IVV yields 1.06% while TECB yields 0.28%, so IVV currently pays the higher dividend yield.
Is TECB better than IVV?
IVV has a lower expense ratio. IVV led over 5Y, TECB over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.