IVV vs TFFI

IVV vs TFFI

Which is better, IVV or TFFI?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVTFFI
Expense Ratio0.03%Best1.01%
AUM$876.4B$38M
Dividend Yield1.06%0.00%
Holdings50848
YTD Return+12.51%Best+6.56%
1Y Return+17.57%-
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Fund FamilyiShares by BlackRock (US)Chesapeake Mutual Funds
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Feb 23, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs TFFI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs TFFI Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Chesapeake Trend-Following Fixed Income ETF (TFFI) is an ETF from Chesapeake Mutual Funds. Year to date, IVV is up 12.51% versus a gain of 6.56% for TFFI.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TFFI charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for TFFI.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 10 in TFFI, totalling 100.0% and 56.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 505 positions we hold weights for in IVV and 10 in TFFI, against full books of 508 and 48.

You are not choosing between two funds in isolation.

Whichever of IVV and TFFI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVTFFI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TFFI?

IVV has an expense ratio of 0.03% while TFFI charges 1.01%. IVV is the cheaper option, by $98 a year on a $10,000 investment.

Which pays a higher dividend, IVV or TFFI?

IVV yields 1.06% while TFFI yields 0.00%, so IVV currently pays the higher dividend yield.

Is TFFI better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.