IVV vs TSES

IVV vs TSES

Which is better, IVV or TSES?

IVV costs less.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 47.1%.

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

MetricIVVTSES
Expense Ratio0.03%Best0.65%
AUM$876.4B$7M
Dividend Yield1.06%1.14%
Holdings50872
YTD Return+11.03%+23.22%Best
1Y Return+15.62%-
3Y Return (annualized)+20.81%-
5Y Return (annualized)+12.61%-
Top 10 Weight37.8%Best47.1%
Fund FamilyiShares by BlackRock (US)Truth Social Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Dec 30, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs TSES 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 TSES Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Truth Social American Energy Security ETF (TSES) is an ETF from Truth Social Funds. Year to date, IVV is up 11.03% versus a gain of 23.22% for TSES.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while TSES charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.14% for TSES.

Holdings Overlap

IVV already in TSES5.1%
TSES already in IVV82.5%

5.1% of IVV's money is in holdings TSES also owns. 82.5% of TSES's money is in holdings IVV also owns.

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

35 positions in common, counted across the 490 positions we hold weights for in IVV and 70 in TSES, against full books of 508 and 72.

What only one of them owns

Our book lists 32 positions for TSES that do not appear in our book for IVV (16.1% of the fund), and 447 for IVV that do not appear in TSES (93.5%).

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 TSESDifference
XOMExxon Mobil Corp.1.01%8.06%7.05%
CVXChevron Corp0.58%7.99%7.41%
COPConocophillips Common Stock USD 0.010.24%5.53%5.29%
GEVGe Vernova, Inc.0.36%3.57%3.21%
MPCMarathon Petroleum Corp0.16%3.50%3.34%
VLOValero Energy0.16%3.38%3.22%
NEENextera Energy Inc0.26%3.27%3.01%
PSXPhillips 660.15%3.19%3.04%
CEGConstellation Energy Corporation Com0.13%3.21%3.08%
SOSouthern Co.0.15%3.15%3.00%

82.5% of TSES 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.

IVVTSES

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TSES?

IVV has an expense ratio of 0.03% while TSES charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.

What is the holdings overlap between IVV and TSES?

82.5% of TSES's money is in holdings IVV also owns. 82.5% of TSES's is in holdings IVV also owns. They hold 35 positions in common, counted across the 490 positions we hold weights for in IVV and 70 in TSES.

Which pays a higher dividend, IVV or TSES?

IVV yields 1.06% while TSES yields 1.14%, so TSES currently pays the higher dividend yield.

Is TSES 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 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.