IVV vs TRUF

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTRUFWinner
Expense Ratio0.03%0.10%
AUM$865.2B$584,500
Dividend Yield1.09%0.00%
Holdings50879
YTD Return+13.72%+17.05%
1Y Return+21.64%-
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-3.2%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
InceptionMay 15, 2000Apr 1, 2026

IVV vs TRUF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Financials TruSector ETF (TRUF) is a ETF from VanEck. Year to date, IVV is up 13.72% versus a gain of 17.05% for TRUF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.2% for TRUF. 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 TRUF charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for TRUF.

Holdings Overlap

1.8%overlap

IVV and TRUF share 14 holdings out of 512 unique holdings combined, representing a 1.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TRUFDifference
CVX0.55%13.33%12.78%
COP0.22%5.36%5.14%
WMB0.14%3.30%3.16%
VLOProProPro
EOGProProPro
SLB:CWProProPro
KMIProProPro
TRGPProProPro
BKRProProPro
OXYProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TRUF?

IVV has an expense ratio of 0.03% while TRUF charges 0.10%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

What is the holdings overlap between IVV and TRUF?

IVV and TRUF share 14 common holdings with a 1.8% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, IVV or TRUF?

IVV yields 1.09% while TRUF yields 0.00%, so IVV currently pays the higher dividend yield.

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