IVV vs TESL
iShares Core S&P 500 ETF vs Simplify Volt TSLA Revolution ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TESL | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.97% | |
| AUM | $865.2B | $13M | |
| Dividend Yield | 1.09% | 23.54% | |
| Holdings | 508 | 17 | |
| YTD Return | +13.43% | -22.63% | |
| 1Y Return | +22.61% | -39.53% | |
| 3Y Return (annualized) | +21.47% | +20.74% | |
| 5Y Return (annualized) | +13.26% | +5.63% | |
| Volatility (annualized) | 15.1% | 54.8% | |
| Max Drawdown | -56.5% | -69.1% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 28, 2020 |
IVV vs TESL Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Volt TSLA Revolution ETF (TESL) is a ETF from Simplify Exchange Traded Funds. Over the past year IVV returned +22.61% while TESL returned -39.53%. Year to date, IVV is up 13.43% versus a loss of 22.63% for TESL.
Over three years, IVV compounded at +21.47% per year against +20.74% for TESL; over five years the annualized figures are +13.26% and +5.63% respectively. Across the full 6-year window we track, IVV has the edge at +7.03% annualized vs +3.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TESL has been the more volatile fund, with annualized monthly volatility of 54.8% 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 -69.1% for TESL. 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TESL charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 23.54% for TESL.
Holdings Overlap
IVV and TESL share 1 holdings out of 505 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in TESL | Difference |
|---|---|---|---|
| TSLA | 1.65% | 24.06% | 22.41% |
Frequently Asked Questions
Which is cheaper, IVV or TESL?
IVV has an expense ratio of 0.03% while TESL charges 0.97%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, IVV or TESL?
Over the past year IVV returned +22.61% vs -39.53% for TESL, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.03% vs +3.87% for TESL. Past performance does not guarantee future results.
Which is riskier, IVV or TESL?
TESL has been the more volatile fund at 54.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TESL -69.1%.
Should I hold both IVV and TESL?
IVV and TESL have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TESL?
IVV and TESL share 1 common holdings with a 1.6% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, IVV or TESL?
IVV yields 1.09% while TESL yields 23.54%, so TESL currently pays the higher dividend yield.
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