IVV vs TIIV

IVV vs TIIV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: TIIVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTIIVWinner
Expense Ratio0.03%0.54%
AUM$907.0B$33M
Dividend Yield1.10%3.11%
Holdings50869
YTD Return+12.71%+13.48%
1Y Return+21.89%+24.79%
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%11.4%
Max Drawdown-56.5%-9.7%
Fund FamilyiShares by BlackRock (US)Advisors Asset Management, Inc.
CategoryEquityEquity
InceptionMay 15, 2000Jul 25, 2025

IVV vs TIIV Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and AAM Todd International Intrinsic Value ETF (TIIV) is a ETF from Advisors Asset Management, Inc.. Over the past year IVV returned +21.89% while TIIV returned +24.79%. Year to date, IVV is up 12.71% versus a gain of 13.48% for TIIV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.4% for TIIV. 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 -9.7% for TIIV. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TIIV charges 0.54%. On a $10,000 position that is $3 vs $54 annually, a gap of $51 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.11% for TIIV.

Holdings Overlap

0.4%overlap

IVV and TIIV share 3 holdings out of 568 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TIIVDifference
CB0.20%1.95%1.75%
NXPI0.11%1.44%1.33%
CRH:IE0.10%1.27%1.17%

Frequently Asked Questions

Which is cheaper, IVV or TIIV?

IVV has an expense ratio of 0.03% while TIIV charges 0.54%. IVV is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, IVV or TIIV?

Over the past year IVV returned +21.89% vs +24.79% for TIIV, so TIIV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs +24.78% for TIIV. Past performance does not guarantee future results.

Which is riskier, IVV or TIIV?

IVV has been the more volatile fund at 15.1% annualized versus 11.4% for TIIV. Worst drawdown: IVV -56.5% vs TIIV -9.7%.

Should I hold both IVV and TIIV?

IVV and TIIV have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TIIV?

IVV and TIIV share 3 common holdings with a 0.4% weight overlap. Combined, they hold 568 unique securities.

Which pays a higher dividend, IVV or TIIV?

IVV yields 1.10% while TIIV yields 3.11%, so TIIV currently pays the higher dividend yield.

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