IVV vs TMVE

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTMVEWinner
Expense Ratio0.03%0.55%
AUM$865.2B$302M
Dividend Yield1.09%0.10%
Holdings50884
YTD Return+13.80%+18.61%
1Y Return+23.70%-
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-8.2%
Fund FamilyiShares by BlackRock (US)Thrivent Funds
CategoryEquityEquity
InceptionMay 15, 2000Nov 17, 2025

IVV vs TMVE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Thrivent Mid Cap Value ETF (TMVE) is a ETF from Thrivent Funds. Year to date, IVV is up 13.80% versus a gain of 18.61% for TMVE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.2% for TMVE. 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 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 1.09% against 0.10% for TMVE.

Holdings Overlap

5.3%overlap

IVV and TMVE share 45 holdings out of 544 unique holdings combined, representing a 5.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TMVEDifference
MTB0.06%2.27%2.21%
USB0.15%2.12%1.97%
JNJ0.93%1.30%0.37%
GDProProPro
ICEProProPro
COFProProPro
AIGProProPro
TMOProProPro
LHProProPro
PPGProProPro
See all 10 holdings IVV shares with TMVE
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

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. On a $10,000 investment, that is $52 per year of difference.

What is the holdings overlap between IVV and TMVE?

IVV and TMVE share 45 common holdings with a 5.3% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, IVV or TMVE?

IVV yields 1.09% while TMVE yields 0.10%, so IVV 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 →