IVV vs TRUU

IVV vs TRUU

Which is better, IVV or TRUU?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 58.2%.

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

MetricIVVTRUU
Expense Ratio0.03%Best0.10%
AUM$886.7B$245,363.63
Dividend Yield1.10%0.00%
Holdings50832
YTD Return+12.70%Best-4.10%
1Y Return+19.36%-
3Y Return (annualized)+21.16%-
5Y Return (annualized)+12.75%-
Top 10 Weight37.9%Best58.2%
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 TRUU 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 TRUU Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Utilities TruSector ETF (TRUU) is an ETF from VanEck. Year to date, IVV is up 12.70% versus a loss of 4.10% for TRUU.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TRUU charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TRUU.

Holdings Overlap

IVV already in TRUU2.0%
TRUU already in IVV99.9%

2.0% of IVV's money is in holdings TRUU also owns. 99.9% of TRUU's money is in holdings IVV also owns.

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

31 positions in common, counted across the 504 positions we hold weights for in IVV and 31 in TRUU, against full books of 508 and 32.

What only one of them owns

Measured across the 504 and 31 positions we hold weights for.

IVV holds 462 positions TRUU does not, 97.2% of the fund.

Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%

Top Shared Holdings

StockWeight in IVVWeight in TRUUDifference
NEENextera Energy Inc0.27%13.17%12.90%
SOSouthern Co.0.16%7.72%7.56%
DUKDuke Energy Corp.0.14%7.08%6.94%
CEGConstellation Energy Corp0.13%6.22%6.09%
AEPAmerican Electric Power Co Inc0.10%5.03%4.93%
DDominion Energy Inc.0.09%4.40%4.31%
SRESempra0.08%4.08%4.00%
ETREntergy Corp.0.07%3.58%3.51%
XELXcel Energy Inc.0.07%3.52%3.45%
EXCExelon Corp.0.07%3.43%3.36%

99.9% of TRUU 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.

IVVTRUU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TRUU?

IVV has an expense ratio of 0.03% while TRUU charges 0.10%. IVV is the cheaper option, by $7 a year on a $10,000 investment.

What is the holdings overlap between IVV and TRUU?

99.9% of TRUU's money is in holdings IVV also owns. 99.9% of TRUU's is in holdings IVV also owns. They hold 31 positions in common, counted across the 504 positions we hold weights for in IVV and 31 in TRUU.

Which pays a higher dividend, IVV or TRUU?

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

Is TRUU better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 58.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.