IVV vs TRND
iShares Core S&P 500 ETF vs Pacer Trendpilot Fund of Funds 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 | TRND | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.77% | |
| AUM | $865.2B | $62M | |
| Dividend Yield | 1.09% | 2.10% | |
| Holdings | 508 | 7 | |
| YTD Return | +13.80% | +10.87% | |
| 1Y Return | +23.01% | +18.60% | |
| 3Y Return (annualized) | +21.77% | +10.45% | |
| 5Y Return (annualized) | +13.39% | +5.56% | |
| Volatility (annualized) | 15.1% | 10.6% | |
| Max Drawdown | -56.5% | -17.9% | |
| Fund Family | iShares by BlackRock (US) | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 3, 2019 |
IVV vs TRND Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pacer Trendpilot Fund of Funds ETF (TRND) is a ETF from Pacer ETFs. Over the past year IVV returned +23.01% while TRND returned +18.60%. Year to date, IVV is up 13.80% versus a gain of 10.87% for TRND.
Over three years, IVV compounded at +21.77% per year against +10.45% for TRND; over five years the annualized figures are +13.39% and +5.56% respectively. Across the full 7-year window we track, IVV has the edge at +7.04% annualized vs +6.88%. 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 10.6% for TRND. 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 -17.9% for TRND. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while TRND charges 0.77%. On a $10,000 position that is $3 vs $77 annually, a gap of $74 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.10% for TRND.
Holdings Overlap
IVV and TRND share 0 holdings out of 511 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or TRND?
IVV has an expense ratio of 0.03% while TRND charges 0.77%. IVV is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, IVV or TRND?
Over the past year IVV returned +23.01% vs +18.60% for TRND, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +7.04% vs +6.88% for TRND. Past performance does not guarantee future results.
Which is riskier, IVV or TRND?
IVV has been the more volatile fund at 15.1% annualized versus 10.6% for TRND. Worst drawdown: IVV -56.5% vs TRND -17.9%.
Should I hold both IVV and TRND?
IVV and TRND have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TRND?
IVV and TRND share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or TRND?
IVV yields 1.09% while TRND yields 2.10%, so TRND currently pays the higher dividend yield.
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