IVV vs TSEL

IVV vs TSEL
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTSELWinner
Expense Ratio0.03%0.67%
AUM$907.0B$83M
Dividend Yield1.10%0.00%
Holdings50829
YTD Return+12.28%+1.76%
1Y Return+20.94%+0.00%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%22.9%
Max Drawdown-56.5%-28.9%
Fund FamilyiShares by BlackRock (US)Touchstone Investments
CategoryEquityEquity
InceptionMay 15, 2000Jan 2, 2025

IVV vs TSEL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Touchstone Sands Capital US Select Growth ETF (TSEL) is a ETF from Touchstone Investments. Over the past year IVV returned +20.94% while TSEL returned +0.00%. Year to date, IVV is up 12.28% versus a gain of 1.76% for TSEL.

Risk: Volatility and Drawdowns

TSEL has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 15.1% 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 -56.5% for IVV and -28.9% for TSEL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TSEL charges 0.67%. On a $10,000 position that is $3 vs $67 annually, a gap of $64 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TSEL.

Holdings Overlap

28.1%overlap

IVV and TSEL share 18 holdings out of 515 unique holdings combined, representing a 28.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TSELDifference
NVDA7.76%10.01%2.25%
GOOGL3.15%7.41%4.26%
MSFT4.57%4.22%0.35%
METAProProPro
AMZNProProPro
MUProProPro
STXProProPro
AVGOProProPro
SQProProPro
PWRProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TSEL?

IVV has an expense ratio of 0.03% while TSEL charges 0.67%. IVV is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

Which performed better, IVV or TSEL?

Over the past year IVV returned +20.94% vs +0.00% for TSEL, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +7.12% for TSEL. Past performance does not guarantee future results.

Which is riskier, IVV or TSEL?

TSEL has been the more volatile fund at 22.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSEL -28.9%.

Should I hold both IVV and TSEL?

IVV and TSEL have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSEL?

IVV and TSEL share 18 common holdings with a 28.1% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, IVV or TSEL?

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

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