IVV vs TRUO

IVV vs TRUO
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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

MetricIVVTRUOWinner
Expense Ratio0.03%0.14%
AUM$907.0B$263,391.86
Dividend Yield1.10%0.00%
Holdings50839
YTD Return+12.71%+3.13%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-3.5%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
InceptionMay 15, 2000Jun 2, 2026

IVV vs TRUO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Consumer Staples TruSector ETF (TRUO) is a ETF from VanEck. Year to date, IVV is up 12.71% versus a gain of 3.13% for TRUO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.5% for TRUO. 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 TRUO charges 0.14%. On a $10,000 position that is $3 vs $14 annually, a gap of $11 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TRUO.

Holdings Overlap

4.5%overlap

IVV and TRUO share 32 holdings out of 508 unique holdings combined, representing a 4.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TRUODifference
WMT0.75%12.16%11.41%
COST0.64%10.27%9.63%
PG0.53%8.46%7.93%
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MOProProPro
MDLZProProPro
CLProProPro
TGTProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TRUO?

IVV has an expense ratio of 0.03% while TRUO charges 0.14%. IVV is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

What is the holdings overlap between IVV and TRUO?

IVV and TRUO share 32 common holdings with a 4.5% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, IVV or TRUO?

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

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