IVV vs TIPC

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

MetricIVVTIPCWinner
Expense Ratio0.03%0.10%
AUM$865.2B$3M
Dividend Yield1.09%4.02%
Holdings50817
YTD Return+13.80%-0.59%
1Y Return+23.70%+1.15%
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%3.8%
Max Drawdown-56.5%-3.0%
Fund FamilyiShares by BlackRock (US)Northern Trust Asset Management
CategoryEquityFixed Income
InceptionMay 15, 2000Mar 1, 2025

IVV vs TIPC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Northern Trust 2045 Inflation-Linked Distributing Ladder ETF (TIPC) is a ETF from Northern Trust Asset Management. Over the past year IVV returned +23.70% while TIPC returned +1.15%. Year to date, IVV is up 13.80% versus a loss of 0.59% for TIPC.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.8% for TIPC. 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 -3.0% for TIPC. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TIPC 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 1.09% against 4.02% for TIPC.

Holdings Overlap

0.0%overlap

IVV and TIPC share 0 holdings out of 519 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 TIPC?

IVV has an expense ratio of 0.03% while TIPC charges 0.10%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, IVV or TIPC?

Over the past year IVV returned +23.70% vs +1.15% for TIPC, so IVV leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, IVV or TIPC?

IVV has been the more volatile fund at 15.1% annualized versus 3.8% for TIPC. Worst drawdown: IVV -56.5% vs TIPC -3.0%.

Should I hold both IVV and TIPC?

IVV and TIPC have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TIPC?

IVV and TIPC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, IVV or TIPC?

IVV yields 1.09% while TIPC yields 4.02%, so TIPC currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →