IVV vs TPRY

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTPRYWinner
Expense Ratio0.03%0.95%
AUM$907.0B$4M
Dividend Yield1.10%6.64%
Holdings50863
YTD Return+14.29%+5.36%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-14.5%
Fund FamilyiShares by BlackRock (US)VistaShares
CategoryEquityEquity
InceptionMay 15, 2000Feb 26, 2026

IVV vs TPRY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VistaShares Target 15 TEPRTantrum Contrarian Distribution ETF (TPRY) is a ETF from VistaShares. Year to date, IVV is up 14.29% versus a gain of 5.36% for TPRY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -14.5% for TPRY. 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 TPRY charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 6.64% for TPRY.

Holdings Overlap

16.3%overlap

IVV and TPRY share 13 holdings out of 512 unique holdings combined, representing a 16.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TPRYDifference
AMZN3.75%11.88%8.13%
NVDA7.76%4.47%3.29%
MU1.69%8.91%7.22%
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VSTProProPro
NRGProProPro
RTXProProPro
SNDKProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TPRY?

IVV has an expense ratio of 0.03% while TPRY charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

What is the holdings overlap between IVV and TPRY?

IVV and TPRY share 13 common holdings with a 16.3% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, IVV or TPRY?

IVV yields 1.10% while TPRY yields 6.64%, so TPRY currently pays the higher dividend yield.

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