IVV vs TPMN
iShares Core S&P 500 ETF vs Timothy Plan Market Neutral ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | TPMN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $907.0B | $31M | |
| Dividend Yield | 1.10% | 4.08% | |
| Holdings | 508 | 298 | |
| YTD Return | +14.29% | +2.40% | |
| 1Y Return | +21.79% | +4.75% | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | 4.5% | |
| Max Drawdown | -56.5% | -5.1% | |
| Fund Family | iShares by BlackRock (US) | Timothy Plan | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Jan 24, 2023 |
IVV vs TPMN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Timothy Plan Market Neutral ETF (TPMN) is a ETF from Timothy Plan. Over the past year IVV returned +21.79% while TPMN returned +4.75%. Year to date, IVV is up 14.29% versus a gain of 2.40% for TPMN.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.5% for TPMN. 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 -5.1% for TPMN. 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 -0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TPMN charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.08% for TPMN.
Frequently Asked Questions
Which is cheaper, IVV or TPMN?
IVV has an expense ratio of 0.03% while TPMN charges 0.65%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or TPMN?
Over the past year IVV returned +21.79% vs +4.75% for TPMN, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.06% vs +4.14% for TPMN. Past performance does not guarantee future results.
Which is riskier, IVV or TPMN?
IVV has been the more volatile fund at 15.1% annualized versus 4.5% for TPMN. Worst drawdown: IVV -56.5% vs TPMN -5.1%.
Should I hold both IVV and TPMN?
IVV and TPMN have a monthly-return correlation of -0.41, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or TPMN?
IVV yields 1.10% while TPMN yields 4.08%, so TPMN currently pays the higher dividend yield.
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