IVV vs TMH
iShares Core S&P 500 ETF vs Toyota Motor Corporation ADRhedged
Which is better, IVV or TMH?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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
| Metric | IVV | TMH |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.19% |
| AUM | $876.4B | $1M |
| Dividend Yield | 1.06% | 15.30% |
| Holdings | 508 | 2 |
| YTD Return | +13.32%Best | -8.89% |
| 1Y Return | +17.08%Best | +5.51% |
| 3Y Return (annualized) | +22.72% | - |
| 5Y Return (annualized) | +13.20% | - |
| Volatility (annualized) | 11.9%Best | 24.4% |
| Max Drawdown | -13.7%Best | -27.5% |
| $10,000 over 1.5 years | $13,841Best | $11,624 |
| Fund Family | iShares by BlackRock (US) | ADRH |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Mar 13, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 14, 2025 to Sep 23, 2026 (1.5 years).
IVV vs TMH 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 1.5 years both funds cover.
IVV vs TMH Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Toyota Motor Corporation ADRhedged (TMH) is an ETF from ADRH. Over the past year IVV returned +17.08% while TMH returned +5.51%. Year to date, IVV is up 13.32% versus a loss of 8.89% for TMH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TMH has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 11.9% for IVV. 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 -13.7% for IVV and -27.5% for TMH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.04. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while TMH charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 15.30% for TMH.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 2 in TMH, totalling 99.3% and 99.8% 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 2 in TMH, against full books of 508 and 2.
You are not choosing between two funds in isolation.
Whichever of IVV and TMH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or TMH?
IVV has an expense ratio of 0.03% while TMH charges 0.19%. IVV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, IVV or TMH?
Over the past year IVV returned +17.08% vs +5.51% for TMH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +24.20% vs +10.55% for TMH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or TMH?
TMH has been the more volatile fund at 24.4% annualized versus 11.9% for IVV. Worst drawdown: IVV -13.7% vs TMH -27.5%.
Should I hold both IVV and TMH?
IVV and TMH have a monthly-return correlation of -0.04, 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 TMH?
IVV yields 1.06% while TMH yields 15.30%, so TMH currently pays the higher dividend yield.
Is TMH 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.