IVV vs TRUT

IVV vs TRUT

Which is better, IVV or TRUT?

TRUT has been ahead.

IVV has a lower expense ratio. TRUT led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 87.9%.

Lower Fees: IVVHigher Returns: TRUTLess 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

MetricIVVTRUT
Expense Ratio0.03%Best0.14%
AUM$886.7B$167M
Dividend Yield1.10%0.33%
Holdings50876
YTD Return+13.39%+22.44%Best
1Y Return+20.08%+32.45%Best
3Y Return (annualized)+21.29%-
5Y Return (annualized)+12.88%-
Volatility (annualized)12.8%Best26.2%
Max Drawdown-8.9%Best-18.6%
$10,000 over 1 years$12,172$13,330Best
Top 10 Weight37.9%Best87.9%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Aug 20, 2025

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Aug 21, 2025 to Sep 4, 2026 (1 years).

IVV vs TRUT 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 covers the 1 years both funds cover.

IVV vs TRUT Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Technology TruSector ETF (TRUT) is an ETF from VanEck. Over the past year IVV returned +20.08% while TRUT returned +32.45%. Year to date, IVV is up 13.39% versus a gain of 22.44% for TRUT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TRUT has been the more volatile fund, with annualized monthly volatility of 26.2% compared with 12.8% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -8.9% for IVV and -18.6% for TRUT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TRUT 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 0.33% for TRUT.

Holdings Overlap

IVV already in TRUT37.5%
TRUT already in IVV67.1%

37.5% of IVV's money is in holdings TRUT also owns. 67.1% of TRUT's money is in holdings IVV also owns.

The two portfolios partly overlap.

72 positions in common, counted across the 505 positions we hold weights for in IVV and 75 in TRUT, against full books of 508 and 76.

What only one of them owns

Our book lists 2 positions for TRUT that do not appear in our book for IVV (32.7% of the fund), and 425 for IVV that do not appear in TRUT (61.9%).

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 TRUTDifference
NVDANvidia Corp.7.98%16.54%8.56%
AAPLApple, Inc6.86%14.23%7.37%
MSFTMicrosoft Corp 4.100 Feb 06 375.44%11.28%5.84%
AVGOBroadcom Inc2.98%6.17%3.19%
MUMicron Technology, Inc.1.51%2.79%1.28%
AMDAdvanced Micro Devices Inc1.18%1.82%0.64%
CSCOCisco Systems Inc. - Ordinary Shares0.72%0.91%0.19%
INTCIntel Corporation0.72%0.90%0.18%
AMATApplied Materials, Inc.0.64%0.79%0.15%
LRCXLam Research Corp0.58%0.73%0.15%

67.1% of TRUT 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.

IVVTRUT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TRUT?

IVV has an expense ratio of 0.03% while TRUT charges 0.14%. IVV is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, IVV or TRUT?

Over the past year IVV returned +20.08% vs +32.45% for TRUT, so TRUT leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +21.72% vs +33.30% for TRUT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TRUT?

TRUT has been the more volatile fund at 26.2% annualized versus 12.8% for IVV. Worst drawdown: IVV -8.9% vs TRUT -18.6%.

Should I hold both IVV and TRUT?

IVV and TRUT have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and TRUT?

67.1% of TRUT's money is in holdings IVV also owns. 67.1% of TRUT's is in holdings IVV also owns. They hold 72 positions in common, counted across the 505 positions we hold weights for in IVV and 75 in TRUT.

Which pays a higher dividend, IVV or TRUT?

IVV yields 1.10% while TRUT yields 0.33%, so IVV currently pays the higher dividend yield.

Is TRUT better than IVV?

IVV has a lower expense ratio. TRUT led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 87.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.