IVV vs TOCT

IVV vs TOCT

Which is better, IVV or TOCT?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): 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

MetricIVVTOCT
Expense Ratio0.03%Best0.79%
AUM$876.4B$14M
Dividend Yield1.06%0.00%
Holdings5085
YTD Return+13.32%Best+3.10%
1Y Return+17.08%Best+3.45%
3Y Return (annualized)+22.72%-
5Y Return (annualized)+13.20%-
Fund FamilyiShares by BlackRock (US)Innovator ETFs Trust
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionMay 15, 2000Oct 1, 2025

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

IVV vs TOCT 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 TOCT Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) is an ETF from Innovator ETFs Trust. Over the past year IVV returned +17.08% while TOCT returned +3.45%. Year to date, IVV is up 13.32% versus a gain of 3.10% for TOCT.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TOCT charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for TOCT.

You are not choosing between two funds in isolation.

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

IVVTOCT

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Frequently Asked Questions

Which is cheaper, IVV or TOCT?

IVV has an expense ratio of 0.03% while TOCT charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, IVV or TOCT?

Over the past year IVV returned +17.08% vs +3.45% for TOCT, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, IVV or TOCT?

IVV yields 1.06% while TOCT yields 0.00%, so IVV currently pays the higher dividend yield.

Is TOCT better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.