IVV vs TGLB

IVV vs TGLB
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTGLBWinner
Expense Ratio0.03%0.46%
AUM$907.0B$28M
Dividend Yield1.10%0.18%
Holdings50859
YTD Return+12.76%+16.23%
1Y Return+20.63%+18.40%
3Y Return (annualized)+21.71%-
5Y Return (annualized)+12.87%-
Volatility (annualized)15.1%12.4%
Max Drawdown-56.5%-9.8%
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityEquity
InceptionMay 15, 2000Jun 25, 2025

IVV vs TGLB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price Global Equity ETF (TGLB) is a ETF from T.Rowe Price. Over the past year IVV returned +20.63% while TGLB returned +18.40%. Year to date, IVV is up 12.76% versus a gain of 16.23% for TGLB.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% for TGLB. 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 -9.8% for TGLB. 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 0.94. 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 1.10% against 0.18% for TGLB.

Holdings Overlap

26.6%overlap

IVV and TGLB share 33 holdings out of 528 unique holdings combined, representing a 26.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TGLBDifference
NVDA7.76%5.47%2.29%
AAPL7.44%3.37%4.07%
GOOG2.53%5.64%3.11%
AVGOProProPro
MSFTProProPro
AMZNProProPro
METAProProPro
COFProProPro
JPMProProPro
MUProProPro
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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. On a $10,000 investment, that is $43 per year of difference.

Which performed better, IVV or TGLB?

Over the past year IVV returned +20.63% vs +18.40% for TGLB, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.99% vs +17.33% for TGLB. Past performance does not guarantee future results.

Which is riskier, IVV or TGLB?

IVV has been the more volatile fund at 15.1% annualized versus 12.4% for TGLB. Worst drawdown: IVV -56.5% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between IVV and TGLB?

IVV and TGLB share 33 common holdings with a 26.6% weight overlap. Combined, they hold 528 unique securities.

Which pays a higher dividend, IVV or TGLB?

IVV yields 1.10% while TGLB yields 0.18%, so IVV currently pays the higher dividend yield.

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