IVV vs TRUM

IVV vs TRUM
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTRUMWinner
Expense Ratio0.03%0.15%
AUM$907.0B$252,049.96
Dividend Yield1.10%0.00%
Holdings50827
YTD Return+12.96%+2.89%
1Y Return+20.70%-
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.40%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-3.4%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
InceptionMay 15, 2000Jul 7, 2026

IVV vs TRUM Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Materials TruSector ETF (TRUM) is a ETF from VanEck. Year to date, IVV is up 12.96% versus a gain of 2.89% for TRUM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.4% for TRUM. 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 TRUM charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TRUM.

Holdings Overlap

1.6%overlap

IVV and TRUM share 23 holdings out of 509 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TRUMDifference
LIN0.36%16.77%16.41%
NEM0.15%8.17%8.02%
FCX0.14%7.35%7.21%
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NUEProProPro
CTVAProProPro
STLDProProPro
VMCProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TRUM?

IVV has an expense ratio of 0.03% while TRUM charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

What is the holdings overlap between IVV and TRUM?

IVV and TRUM share 23 common holdings with a 1.6% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IVV or TRUM?

IVV yields 1.10% while TRUM yields 0.00%, so IVV currently pays the higher dividend yield.

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