IVV vs TMNL

IVV vs TMNL
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTMNLWinner
Expense Ratio0.03%0.26%
AUM$907.0B$22M
Dividend Yield1.10%2.88%
Holdings508110
YTD Return+12.71%+1.15%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.9%
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityFixed Income
InceptionMay 15, 2000Nov 19, 2025

IVV vs TMNL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price Long Municipal Income ETF (TMNL) is a ETF from T.Rowe Price. Year to date, IVV is up 12.71% versus a gain of 1.15% for TMNL.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.9% for TMNL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while TMNL charges 0.26%. On a $10,000 position that is $3 vs $26 annually, a gap of $23 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.88% for TMNL.

Holdings Overlap

0.0%overlap

IVV and TMNL share 0 holdings out of 543 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 TMNL?

IVV has an expense ratio of 0.03% while TMNL charges 0.26%. IVV is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

What is the holdings overlap between IVV and TMNL?

IVV and TMNL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, IVV or TMNL?

IVV yields 1.10% while TMNL yields 2.88%, so TMNL currently pays the higher dividend yield.

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