IVV vs TMVE

IVV vs TMVE

Which is better, IVV or TMVE?

Large Cap Blend against Mid Cap Value.

IVV has a lower expense ratio. TMVE led over 1Y. TMVE is less concentrated, with 19.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns (1Y): TMVELess Concentrated: TMVE

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

MetricIVVTMVE
Expense Ratio0.03%Best0.55%
AUM$876.4B$290M
Dividend Yield1.06%0.10%
Holdings50885
YTD Return+11.03%+13.16%Best
1Y Return+15.62%-
3Y Return (annualized)+20.81%-
5Y Return (annualized)+12.61%-
Top 10 Weight37.8%19.6%Best
Fund FamilyiShares by BlackRock (US)Thrivent Funds
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Value
InceptionMay 15, 2000Nov 17, 2025

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

IVV vs TMVE 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 TMVE Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Thrivent Mid Cap Value ETF (TMVE) is an ETF from Thrivent Funds. Year to date, IVV is up 11.03% versus a gain of 13.16% for TMVE.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TMVE charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.10% for TMVE.

Holdings Overlap

IVV already in TMVE5.0%
TMVE already in IVV52.3%

5.0% of IVV's money is in holdings TMVE also owns. 52.3% of TMVE's money is in holdings IVV also owns.

The two portfolios partly overlap.

42 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in TMVE, against full books of 508 and 85.

What only one of them owns

Our book lists 32 positions for TMVE that do not appear in our book for IVV (37.2% of the fund), and 440 for IVV that do not appear in TMVE (93.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in TMVEDifference
ICEInternational Exchange, Inc.0.14%2.18%2.04%
USBUS Bancorp0.14%2.13%1.99%
MTBM&T Bank Corp0.05%2.21%2.16%
COFCapital One Financial Corp.0.20%1.96%1.76%
TMOThermo Fisherscientific Inc.0.35%1.75%1.40%
JNJJohnson & Johnson - Common0.97%1.09%0.12%
GDGeneral Dynamics Corp.0.14%1.83%1.69%
PPGPpg Industries Inc.0.04%1.91%1.87%
AIGAmerican International Gr0.06%1.88%1.82%
LHLabcorp Holdings Inc0.04%1.73%1.69%

52.3% of TMVE is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVTMVE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TMVE?

IVV has an expense ratio of 0.03% while TMVE charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

What is the holdings overlap between IVV and TMVE?

52.3% of TMVE's money is in holdings IVV also owns. 52.3% of TMVE's is in holdings IVV also owns. They hold 42 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in TMVE.

Which pays a higher dividend, IVV or TMVE?

IVV yields 1.06% while TMVE yields 0.10%, so IVV currently pays the higher dividend yield.

Is TMVE better than IVV?

IVV has a lower expense ratio. TMVE led over 1Y. TMVE is less concentrated, with 19.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.