IVV vs TGLB

IVV vs TGLB

Which is better, IVV or TGLB?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. TGLB is less concentrated, with 33.5% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: TGLB

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

MetricIVVTGLB
Expense Ratio0.03%Best0.46%
AUM$876.4B$27M
Dividend Yield1.06%0.17%
Holdings508124
YTD Return+12.01%+14.77%Best
1Y Return+16.48%Best+15.25%
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Volatility (annualized)12.0%Best12.2%
Max Drawdown-8.9%Best-9.8%
$10,000 over 1.2 years$12,540Best$11,862
Top 10 Weight37.8%33.5%Best
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jun 25, 2025

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 14, 2026 (1.2 years).

IVV vs TGLB 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 1.2 years both funds cover.

IVV vs TGLB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and T. Rowe Price Global Equity ETF (TGLB) is an ETF from T.Rowe Price. Over the past year IVV returned +16.48% while TGLB returned +15.25%. Year to date, IVV is up 12.01% versus a gain of 14.77% for TGLB.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TGLB has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 12.0% 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 -8.9% for IVV and -9.8% for TGLB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. 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 TGLB charges 0.46%. On a $10,000 position that is $3 vs $46 annually, a gap of $43 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.17% for TGLB.

Holdings Overlap

IVV already in TGLB39.4%
TGLB already in IVV60.4%

39.4% of IVV's money is in holdings TGLB also owns. 60.4% of TGLB's money is in holdings IVV also owns.

The two portfolios partly overlap.

32 positions in common, counted across the 490 positions we hold weights for in IVV and 58 in TGLB, against full books of 508 and 124.

What only one of them owns

Our book lists 4 positions for TGLB that do not appear in our book for IVV (8.7% of the fund), and 450 for IVV that do not appear in TGLB (59.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in TGLBDifference
NVDANvidia Corp8.07%5.40%2.67%
AAPLApple, Inc7.02%3.44%3.58%
GOOGAlphabet Inc2.39%5.83%3.44%
MSFTMicrosoft Corp5.69%1.92%3.77%
AVGOBroadcom Inc2.65%3.43%0.78%
AMZNAmazon.Com Inc3.84%2.21%1.63%
METAMeta Platforms Inc1.90%1.51%0.39%
JPMJpmorgan Chase1.44%1.64%0.20%
COFCapital One Financial Corp.0.20%2.87%2.67%
MUMicron Technology, Inc.1.63%1.03%0.60%

60.4% of TGLB 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.

IVVTGLB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TGLB?

IVV has an expense ratio of 0.03% while TGLB charges 0.46%. IVV is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, IVV or TGLB?

Over the past year IVV returned +16.48% vs +15.25% for TGLB, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +20.76% vs +15.29% for TGLB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TGLB?

TGLB has been the more volatile fund at 12.2% annualized versus 12.0% for IVV. Worst drawdown: IVV -8.9% vs TGLB -9.8%.

Should I hold both IVV and TGLB?

IVV and TGLB have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IVV and TGLB?

60.4% of TGLB's money is in holdings IVV also owns. 60.4% of TGLB's is in holdings IVV also owns. They hold 32 positions in common, counted across the 490 positions we hold weights for in IVV and 58 in TGLB.

Which pays a higher dividend, IVV or TGLB?

IVV yields 1.06% while TGLB yields 0.17%, so IVV currently pays the higher dividend yield.

Is TGLB better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. TGLB is less concentrated, with 33.5% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.