IVV vs TPLE
IVV vs TPLE
iShares Core S&P 500 ETF vs Timothy Plan US Large/Mid Core Enhanced ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TPLE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.52% | |
| AUM | $865.2B | $18M | |
| Dividend Yield | 1.09% | 1.01% | |
| Holdings | 508 | 279 | |
| YTD Return | +13.80% | +9.29% | |
| 1Y Return | +23.70% | +7.09% | |
| 3Y Return (annualized) | +21.49% | +6.50% | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 13.0% | |
| Max Drawdown | -56.5% | -21.6% | |
| Fund Family | iShares by BlackRock (US) | Timothy Plan | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 28, 2021 |
IVV vs TPLE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Timothy Plan US Large/Mid Core Enhanced ETF (TPLE) is a ETF from Timothy Plan. Over the past year IVV returned +23.70% while TPLE returned +7.09%. Year to date, IVV is up 13.80% versus a gain of 9.29% for TPLE.
Over three years, IVV compounded at +21.49% per year against +6.50% for TPLE. Across the full 4-year window we track, IVV has the edge at +7.05% annualized vs +3.42%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for TPLE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -21.6% for TPLE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while TPLE charges 0.52%. On a $10,000 position that is $3 vs $52 annually, a gap of $49 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.01% for TPLE.
Frequently Asked Questions
Which is cheaper, IVV or TPLE?
IVV has an expense ratio of 0.03% while TPLE charges 0.52%. IVV is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, IVV or TPLE?
Over the past year IVV returned +23.70% vs +7.09% for TPLE, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.05% vs +3.42% for TPLE. Past performance does not guarantee future results.
Which is riskier, IVV or TPLE?
IVV has been the more volatile fund at 15.1% annualized versus 13.0% for TPLE. Worst drawdown: IVV -56.5% vs TPLE -21.6%.
Should I hold both IVV and TPLE?
IVV and TPLE have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or TPLE?
IVV yields 1.09% while TPLE yields 1.01%, so IVV currently pays the higher dividend yield.
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