IVV vs TIP

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTIPWinner
Expense Ratio0.03%0.18%
AUM$865.2B$14.5B
Dividend Yield1.09%3.77%
Holdings50850
YTD Return+13.80%+0.07%
1Y Return+23.70%+1.04%
3Y Return (annualized)+21.49%+3.48%
5Y Return (annualized)+13.43%+0.22%
Volatility (annualized)15.1%5.7%
Max Drawdown-56.5%-18.6%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Dec 4, 2003

IVV vs TIP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares TIPS Bond ETF (TIP) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +23.70% while TIP returned +1.04%. Year to date, IVV is up 13.80% versus a gain of 0.07% for TIP.

Over three years, IVV compounded at +21.49% per year against +3.48% for TIP; over five years the annualized figures are +13.43% and +0.22% respectively. Across the full 23-year window we track, IVV has the edge at +7.05% annualized vs +1.21%. 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 5.7% for TIP. 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 -18.6% for TIP. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TIP charges 0.18%. On a $10,000 position that is $3 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.77% for TIP.

Holdings Overlap

0.0%overlap

IVV and TIP share 0 holdings out of 546 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 TIP?

IVV has an expense ratio of 0.03% while TIP charges 0.18%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, IVV or TIP?

Over the past year IVV returned +23.70% vs +1.04% for TIP, so IVV leads on 1-year performance. Over the longest common window we track (23 years), IVV annualized +7.05% vs +1.21% for TIP. Past performance does not guarantee future results.

Which is riskier, IVV or TIP?

IVV has been the more volatile fund at 15.1% annualized versus 5.7% for TIP. Worst drawdown: IVV -56.5% vs TIP -18.6%.

Should I hold both IVV and TIP?

IVV and TIP have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TIP?

IVV and TIP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 546 unique securities.

Which pays a higher dividend, IVV or TIP?

IVV yields 1.09% while TIP yields 3.77%, so TIP currently pays the higher dividend yield.

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