IVV vs TRUR

IVV vs TRUR

Which is better, IVV or TRUR?

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 66.8%.

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

MetricIVVTRUR
Expense Ratio0.03%Best0.17%
AUM$876.4B$259,152.43
Dividend Yield1.06%0.00%
Holdings50833
YTD Return+13.85%Best-4.60%
1Y Return+18.57%-
3Y Return (annualized)+23.50%-
5Y Return (annualized)+13.34%-
Top 10 Weight37.8%Best66.8%
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 TRUR 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 TRUR Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Real Estate TruSector ETF (TRUR) is an ETF from VanEck. Year to date, IVV is up 13.85% versus a loss of 4.60% for TRUR.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TRUR charges 0.17%. On a $10,000 position that is $3 vs $17 annually, a gap of $14 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for TRUR.

Holdings Overlap

IVV already in TRUR1.8%
TRUR already in IVV94.8%

1.8% of IVV's money is in holdings TRUR also owns. 94.8% of TRUR's money is in holdings IVV also owns.

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

30 positions in common, counted across the 490 positions we hold weights for in IVV and 31 in TRUR, against full books of 508 and 33.

What only one of them owns

Measured across the 490 and 31 positions we hold weights for.

IVV holds 452 positions TRUR does not, 96.8% of the fund.

Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%

Top Shared Holdings

StockWeight in IVVWeight in TRURDifference
WELLWelltower, Inc.0.25%13.79%13.54%
PLDPrologis Inc0.20%10.53%10.33%
EQIXEquinix Inc. Real Estate Investment Trust0.16%8.24%8.08%
AMTAmerican Tower Corporation0.12%6.64%6.52%
SPGSimon Property Group Inc0.10%5.52%5.42%
DLRDigital Realty Trust Inc.0.10%4.85%4.75%
ORealty Income Corp.0.09%4.60%4.51%
PSAPublic Storage0.08%3.89%3.81%
EQRVivmark Residential0.07%3.72%3.65%
VTRVentas  Inc .0.07%3.55%3.48%

94.8% of TRUR 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.

IVVTRUR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TRUR?

IVV has an expense ratio of 0.03% while TRUR charges 0.17%. IVV is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between IVV and TRUR?

94.8% of TRUR's money is in holdings IVV also owns. 94.8% of TRUR's is in holdings IVV also owns. They hold 30 positions in common, counted across the 490 positions we hold weights for in IVV and 31 in TRUR.

Which pays a higher dividend, IVV or TRUR?

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

Is TRUR 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 66.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.