IVV vs TRBF
iShares Core S&P 500 ETF vs Angel Oak Total Return ETF
Which is better, IVV or TRBF?
Large Cap Blend against Intermediate Term Bond.
IVV has a lower expense ratio. IVV led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | TRBF |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.44% |
| AUM | $882.6B | $49M |
| Dividend Yield | 1.06% | 4.38% |
| Holdings | 508 | 641 |
| YTD Return | +12.76%Best | -2.40% |
| 1Y Return | +15.57%Best | -1.68% |
| 3Y Return (annualized) | +22.95% | - |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 13.3% | 4.5%Best |
| Fund Family | iShares by BlackRock (US) | Angel Oak Capital Advisors |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Intermediate Term Bond |
| Inception | May 15, 2000 | Oct 7, 2025 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs TRBF growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs TRBF Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Angel Oak Total Return ETF (TRBF) is an ETF from Angel Oak Capital Advisors. Over the past year IVV returned +15.57% while TRBF returned -1.68%. Year to date, IVV is up 12.76% versus a loss of 2.40% for TRBF.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 4.5% for TRBF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.28. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while TRBF charges 0.44%. On a $10,000 position that is $3 vs $44 annually, a gap of $41 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.38% for TRBF.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 216 in TRBF, totalling 99.9% and 50.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 216 in TRBF, against full books of 508 and 641.
You are not choosing between two funds in isolation.
Whichever of IVV and TRBF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or TRBF?
IVV has an expense ratio of 0.03% while TRBF charges 0.44%. IVV is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, IVV or TRBF?
Over the past year IVV returned +15.57% vs -1.68% for TRBF, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or TRBF?
IVV has been the more volatile fund at 13.3% annualized versus 4.5% for TRBF.
Should I hold both IVV and TRBF?
IVV and TRBF have a monthly-return correlation of 0.28, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or TRBF?
IVV yields 1.06% while TRBF yields 4.38%, so TRBF currently pays the higher dividend yield.
Is TRBF better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.