IVV vs TMNL

IVV vs TMNL

Which is better, IVV or TMNL?

Large Cap Blend against Long Term Municipal Bond.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVTMNL
Expense Ratio0.03%Best0.26%
AUM$876.4B$22M
Dividend Yield1.06%3.26%
Holdings508114
YTD Return+11.57%Best-1.21%
1Y Return+17.57%-
3Y Return (annualized)+20.71%-
5Y Return (annualized)+12.80%-
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityFixed Income
StyleLarge Cap BlendLong Term Municipal Bond
InceptionMay 15, 2000Nov 19, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs TMNL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs TMNL Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and T. Rowe Price Long Municipal Income ETF (TMNL) is an ETF from T.Rowe Price. Year to date, IVV is up 11.57% versus a loss of 1.21% for TMNL.

Past performance does not guarantee future results.

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 1.06% against 3.26% for TMNL.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 38 in TMNL, totalling 100.0% and 32.4% 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 505 positions we hold weights for in IVV and 38 in TMNL, against full books of 508 and 114.

You are not choosing between two funds in isolation.

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

IVVTMNL

Free for up to 10 holdings. No account needed.

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, by $23 a year on a $10,000 investment.

Which pays a higher dividend, IVV or TMNL?

IVV yields 1.06% while TMNL yields 3.26%, so TMNL currently pays the higher dividend yield.

Is TMNL better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.