IVV vs TRUU

IVV vs TRUU
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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

MetricIVVTRUUWinner
Expense Ratio0.03%0.10%
AUM$907.0B$245,363.63
Dividend Yield1.10%0.00%
Holdings50831
YTD Return+14.29%-2.33%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-6.9%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
InceptionMay 15, 2000Jul 7, 2026

IVV vs TRUU Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Utilities TruSector ETF (TRUU) is a ETF from VanEck. Year to date, IVV is up 14.29% versus a loss of 2.33% for TRUU.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -6.9% for TRUU. 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 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

2.2%overlap

IVV and TRUU share 31 holdings out of 505 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TRUUDifference
NEE0.28%13.17%12.89%
SO0.16%7.72%7.56%
DUK0.15%7.08%6.93%
CEGProProPro
AEPProProPro
DProProPro
SREProProPro
ETRProProPro
XELProProPro
EXCProProPro
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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. On a $10,000 investment, that is $7 per year of difference.

What is the holdings overlap between IVV and TRUU?

IVV and TRUU share 31 common holdings with a 2.2% weight overlap. Combined, they hold 505 unique securities.

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.

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