IVV vs TIH

IVV vs TIH

Which is better, IVV or TIH?

Large Cap Blend against All Cap Blend.

IVV has a lower expense ratio. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 39.0%.

Lower Fees: IVVLess Concentrated: 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

MetricIVVTIH
Expense Ratio0.03%Best1.00%
AUM$882.6B$647M
Dividend Yield1.06%0.00%
Holdings508137
YTD Return+12.76%Best-1.38%
1Y Return+15.57%-
3Y Return (annualized)+22.95%-
5Y Return (annualized)+13.54%-
Top 10 Weight38.1%Best39.0%
Fund FamilyiShares by BlackRock (US)Investment House Funds
CategoryEquityEquity
StyleLarge Cap BlendAll Cap Blend
InceptionMay 15, 2000Aug 5, 2026

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

IVV vs TIH 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 TIH Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and The Investment House ETF (TIH) is an ETF from Investment House Funds. Year to date, IVV is up 12.76% versus a loss of 1.38% for TIH.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TIH charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for TIH.

Holdings Overlap

IVV already in TIH64.5%
TIH already in IVV80.3%

64.5% of IVV's money is in holdings TIH also owns. 80.3% of TIH's money is in holdings IVV also owns.

Most of TIH is already inside IVV. Owning both mostly buys the same companies twice.

105 positions in common, counted across the 505 positions we hold weights for in IVV and 137 in TIH, against full books of 508 and 137.

What only one of them owns

Our book lists 19 positions for TIH that do not appear in our book for IVV (16.6% of the fund), and 393 for IVV that do not appear in TIH (34.9%).

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 TIHDifference
NVDANvidia Corp8.00%4.55%3.45%
AAPLApple, Inc7.39%4.89%2.50%
MSFTMicrosoft Corp5.57%4.33%1.24%
GOOGLAlphabet Inc,class A3.00%4.54%1.54%
AMZNAmazon.Com Inc3.80%3.40%0.40%
METAMeta Platforms Inc2.15%3.96%1.81%
AVGOBroadcom Inc2.59%2.49%0.10%
DELLDell Technologies Inc0.25%4.77%4.52%
GOOGAlphabet Inc. C2.40%2.27%0.13%
LLYEli Lilly & Co.1.34%2.53%1.19%

80.3% of TIH 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.

IVVTIH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TIH?

IVV has an expense ratio of 0.03% while TIH charges 1.00%. IVV is the cheaper option, by $97 a year on a $10,000 investment.

What is the holdings overlap between IVV and TIH?

80.3% of TIH's money is in holdings IVV also owns. 80.3% of TIH's is in holdings IVV also owns. They hold 105 positions in common, counted across the 505 positions we hold weights for in IVV and 137 in TIH.

Which pays a higher dividend, IVV or TIH?

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

Is TIH better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.