IVV vs TPUT

IVV vs TPUT
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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

MetricIVVTPUTWinner
Expense Ratio0.03%0.25%
AUM$907.0B$28M
Dividend Yield1.10%0.73%
Holdings5080
YTD Return+14.29%+1.30%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-0.2%
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityEquity
InceptionMay 15, 2000Jun 10, 2026

IVV vs TPUT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price Capital Appreciation Market Opportunities ETF (TPUT) is a ETF from T.Rowe Price. Year to date, IVV is up 14.29% versus a gain of 1.30% for TPUT.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -0.2% for TPUT. 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 TPUT charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.73% for TPUT.

Frequently Asked Questions

Which is cheaper, IVV or TPUT?

IVV has an expense ratio of 0.03% while TPUT charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which pays a higher dividend, IVV or TPUT?

IVV yields 1.10% while TPUT yields 0.73%, so IVV currently pays the higher dividend yield.

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