IVV vs TRUI

IVV vs TRUI

Which is better, IVV or TRUI?

IVV costs less.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 39.6%.

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

MetricIVVTRUI
Expense Ratio0.03%Best0.10%
AUM$876.4B$254,700
Dividend Yield1.06%0.00%
Holdings50882
YTD Return+12.39%Best-2.41%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Top 10 Weight37.8%Best39.6%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jun 2, 2026

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

IVV vs TRUI 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 TRUI Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Industrials TruSector ETF (TRUI) is an ETF from VanEck. Year to date, IVV is up 12.39% versus a loss of 2.41% for TRUI.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TRUI 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 0.00% for TRUI.

Holdings Overlap

IVV already in TRUI7.3%
TRUI already in IVV87.7%

7.3% of IVV's money is in holdings TRUI also owns. 87.7% of TRUI's money is in holdings IVV also owns.

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

76 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in TRUI, against full books of 508 and 82.

What only one of them owns

Our book lists 5 positions for TRUI that do not appear in our book for IVV (5.5% of the fund), and 406 for IVV that do not appear in TRUI (91.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in TRUIDifference
CATCaterpillar, Inc.0.55%6.62%6.07%
RTXRtx Corp.0.42%5.06%4.64%
GEVGE Vernova Inc. CDR (CAD Hedged)0.36%4.36%4.00%
UNPUnion Pacific Corp0.27%3.17%2.90%
DEDeere & Co Sedol 22612030.25%3.01%2.76%
BABoeing Co0.25%3.00%2.75%
UBERUber Technologies Inc0.23%2.83%2.60%
PHParker-Hannifin Corp.0.19%2.31%2.12%
ADPAutomatic Data Processing, Inc.0.17%2.06%1.89%
LMTLockheed Martin Corp0.17%1.98%1.81%

87.7% of TRUI 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.

IVVTRUI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TRUI?

IVV has an expense ratio of 0.03% while TRUI 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 TRUI?

87.7% of TRUI's money is in holdings IVV also owns. 87.7% of TRUI's is in holdings IVV also owns. They hold 76 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in TRUI.

Which pays a higher dividend, IVV or TRUI?

IVV yields 1.06% while TRUI yields 0.00%, so IVV currently pays the higher dividend yield.

Is TRUI better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 39.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.