IVV vs TRUH

IVV vs TRUH

Which is better, IVV or TRUH?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 60.9%.

Lower Fees: IVVLess Concentrated: IVV

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

MetricIVVTRUH
Expense Ratio0.03%Best0.10%
AUM$876.4B$869,424
Dividend Yield1.06%0.28%
Holdings50861
YTD Return+12.51%+13.15%Best
1Y Return+17.57%-
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Top 10 Weight37.9%Best60.9%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 15, 2000Apr 1, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs TRUH 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 TRUH Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Healthcare TruSector ETF (TRUH) is an ETF from VanEck. Year to date, IVV is up 12.51% versus a gain of 13.15% for TRUH.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TRUH 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 1.06% against 0.28% for TRUH.

Holdings Overlap

IVV already in TRUH8.9%
TRUH already in IVV100.0%

8.9% of IVV's money is in holdings TRUH also owns. 100.0% of TRUH's money is in holdings IVV also owns.

Most of TRUH is already inside IVV. Owning both mostly buys the same companies twice.

60 positions in common, counted across the 505 positions we hold weights for in IVV and 60 in TRUH, against full books of 508 and 61.

What only one of them owns

Measured across the 505 and 60 positions we hold weights for.

IVV holds 436 positions TRUH does not, 90.4% of the fund.

Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%

Top Shared Holdings

StockWeight in IVVWeight in TRUHDifference
LLYEli Lilly & Co.1.39%15.66%14.27%
JNJJohnson & Johnson0.93%10.49%9.56%
ABBVAbbvie Inc.0.65%7.36%6.71%
UNHUnitedhealth Group Inc.0.56%6.34%5.78%
MRKMerck & Co. Inc.0.48%5.36%4.88%
AMGNAmgen Inc.0.33%3.70%3.37%
TMOThermo Fisher Scientific Inc0.32%3.63%3.31%
ABTAbbott Laboratories0.28%3.11%2.83%
GILDGilead Sciences Inc0.25%2.78%2.53%
PFEPfizer, Inc.0.22%2.49%2.27%

100.0% of TRUH is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVTRUH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TRUH?

IVV has an expense ratio of 0.03% while TRUH charges 0.10%. IVV is the cheaper option, by $7 a year on a $10,000 investment.

What is the holdings overlap between IVV and TRUH?

100.0% of TRUH's money is in holdings IVV also owns. 100.0% of TRUH's is in holdings IVV also owns. They hold 60 positions in common, counted across the 505 positions we hold weights for in IVV and 60 in TRUH.

Which pays a higher dividend, IVV or TRUH?

IVV yields 1.06% while TRUH yields 0.28%, so IVV currently pays the higher dividend yield.

Is TRUH better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 60.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.