IVV vs TIPB

IVV vs TIPB

Which is better, IVV or TIPB?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricIVVTIPB
Expense Ratio0.03%Best0.10%
AUM$876.4B$10M
Dividend Yield1.06%5.38%
Holdings50811
YTD Return+12.39%Best+2.49%
1Y Return+16.61%Best+2.34%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)12.9%2.4%Best
Max Drawdown-8.9%-1.8%Best
$10,000 over 1.1 years$12,113Best$10,380
Fund FamilyiShares by BlackRock (US)Northern Trust Asset Management
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Mar 1, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 19, 2025 to Sep 18, 2026 (1.1 years).

IVV vs TIPB 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 covers the 1.1 years both funds cover.

IVV vs TIPB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Northern Trust 2035 Inflation-Linked Distributing Ladder ETF (TIPB) is an ETF from Northern Trust Asset Management. Over the past year IVV returned +16.61% while TIPB returned +2.34%. Year to date, IVV is up 12.39% versus a gain of 2.49% for TIPB.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 2.4% for TIPB. 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 -8.9% for IVV and -1.8% for TIPB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while TIPB charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.38% for TIPB.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 8 in TIPB, totalling 99.3% and 81.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 8 in TIPB, against full books of 508 and 11.

You are not choosing between two funds in isolation.

Whichever of IVV and TIPB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVTIPB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TIPB?

IVV has an expense ratio of 0.03% while TIPB charges 0.10%. IVV is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, IVV or TIPB?

Over the past year IVV returned +16.61% vs +2.34% for TIPB, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +19.04% vs +3.45% for TIPB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TIPB?

IVV has been the more volatile fund at 12.9% annualized versus 2.4% for TIPB. Worst drawdown: IVV -8.9% vs TIPB -1.8%.

Should I hold both IVV and TIPB?

IVV and TIPB have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or TIPB?

IVV yields 1.06% while TIPB yields 5.38%, so TIPB currently pays the higher dividend yield.

Is TIPB better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.