IVV vs THLV
iShares Core S&P 500 ETF vs THOR Equal Weight Low Volatility 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 | THLV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.64% | |
| AUM | $865.2B | $58M | |
| Dividend Yield | 1.09% | 1.59% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.43% | +9.22% | |
| 1Y Return | +22.61% | +15.60% | |
| 3Y Return (annualized) | +21.47% | +10.72% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 11.7% | |
| Max Drawdown | -56.5% | -13.2% | |
| Fund Family | iShares by BlackRock (US) | Thor Financial Technologies | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 12, 2022 |
IVV vs THLV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and THOR Equal Weight Low Volatility ETF (THLV) is a ETF from Thor Financial Technologies. Over the past year IVV returned +22.61% while THLV returned +15.60%. Year to date, IVV is up 13.43% versus a gain of 9.22% for THLV.
Over three years, IVV compounded at +21.47% per year against +10.72% for THLV. Across the full 4-year window we track, THLV has the edge at +9.88% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.7% for THLV. 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 -13.2% for THLV. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while THLV charges 0.64%. On a $10,000 position that is $3 vs $64 annually, a gap of $61 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.59% for THLV.
Holdings Overlap
IVV and THLV share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or THLV?
IVV has an expense ratio of 0.03% while THLV charges 0.64%. IVV is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, IVV or THLV?
Over the past year IVV returned +22.61% vs +15.60% for THLV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs +9.88% for THLV. Past performance does not guarantee future results.
Which is riskier, IVV or THLV?
IVV has been the more volatile fund at 15.1% annualized versus 11.7% for THLV. Worst drawdown: IVV -56.5% vs THLV -13.2%.
Should I hold both IVV and THLV?
IVV and THLV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and THLV?
IVV and THLV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IVV or THLV?
IVV yields 1.09% while THLV yields 1.59%, so THLV currently pays the higher dividend yield.
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