IVV vs TOT
iShares Core S&P 500 ETF vs LionShares US Equity Total Return ETF
Quick Verdict
IVV has a lower expense ratio. TOT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.07% | |
| AUM | $865.2B | $10M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 1 | |
| YTD Return | +14.50% | +14.90% | |
| 1Y Return | +22.02% | +22.13% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -9.0% | |
| Fund Family | iShares by BlackRock (US) | LionShares LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 1, 2025 |
IVV vs TOT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and LionShares US Equity Total Return ETF (TOT) is a ETF from LionShares LLC. Over the past year IVV returned +22.02% while TOT returned +22.13%. Year to date, IVV is up 14.50% versus a gain of 14.90% for TOT.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -9.0% for TOT. 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 TOT charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for TOT.
Holdings Overlap
IVV and TOT share 0 holdings out of 506 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 TOT?
IVV has an expense ratio of 0.03% while TOT charges 0.07%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, IVV or TOT?
Over the past year IVV returned +22.02% vs +22.13% for TOT, so TOT leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and TOT?
IVV and TOT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or TOT?
IVV yields 1.09% while TOT yields 0.00%, so IVV currently pays the higher dividend yield.
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