IVV vs TRUM

IVV vs TRUM

Which is better, IVV or TRUM?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 78.0%.

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

MetricIVVTRUM
Expense Ratio0.03%Best0.15%
AUM$876.4B$252,049.96
Dividend Yield1.06%0.00%
Holdings50828
YTD Return+13.85%Best+0.45%
1Y Return+18.57%-
3Y Return (annualized)+23.50%-
5Y Return (annualized)+13.34%-
Top 10 Weight37.8%Best78.0%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 15, 2000Jul 7, 2026

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

IVV vs TRUM 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 TRUM Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Materials TruSector ETF (TRUM) is an ETF from VanEck. Year to date, IVV is up 13.85% versus a gain of 0.45% for TRUM.

Past performance does not guarantee future results.

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 1.06% against 0.00% for TRUM.

Holdings Overlap

IVV already in TRUM1.7%
TRUM already in IVV78.0%

1.7% of IVV's money is in holdings TRUM also owns. 78.0% of TRUM's money is in holdings IVV also owns.

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

22 positions in common, counted across the 490 positions we hold weights for in IVV and 26 in TRUM, against full books of 508 and 28.

What only one of them owns

Our book lists 1 positions for TRUM that do not appear in our book for IVV (14.9% of the fund), and 461 for IVV that do not appear in TRUM (97.0%).

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 TRUMDifference
LINLinde Plc Ordinary Shares0.34%16.87%16.53%
NEMNewmont Corp Common0.20%9.79%9.59%
FCXFreeport-mcmoran Copper & Gold Inc.0.16%7.79%7.63%
SHWSherwin Williams Co/the0.12%5.65%5.53%
ECLEcolab, Inc.0.11%5.24%5.13%
APDAir Products & Chemicals Inc.0.10%4.99%4.89%
CTVACorteva Inc Ctva0.09%4.13%4.04%
NUENucor Corp.0.09%4.12%4.03%
VMCVulcan Materials Co.0.05%2.23%2.18%
STLDSteel Dynamics, Inc.0.05%2.10%2.05%

78.0% of TRUM 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.

IVVTRUM

Free for up to 10 holdings. No account needed.

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, by $12 a year on a $10,000 investment.

What is the holdings overlap between IVV and TRUM?

78.0% of TRUM's money is in holdings IVV also owns. 78.0% of TRUM's is in holdings IVV also owns. They hold 22 positions in common, counted across the 490 positions we hold weights for in IVV and 26 in TRUM.

Which pays a higher dividend, IVV or TRUM?

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

Is TRUM 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 78.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.