IVV vs TSLP

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTSLPWinner
Expense Ratio0.03%1.00%
AUM$865.2B$16M
Dividend Yield1.09%28.16%
Holdings50810
YTD Return+13.72%-40.92%
1Y Return+21.64%-26.80%
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%49.8%
Max Drawdown-56.5%-67.7%
Fund FamilyiShares by BlackRock (US)Kurv
CategoryEquityAlternative
InceptionMay 15, 2000Oct 27, 2023

IVV vs TSLP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Kurv Yield Premium Strategy Tesla ETF (TSLP) is a ETF from Kurv. Over the past year IVV returned +21.64% while TSLP returned -26.80%. Year to date, IVV is up 13.72% versus a loss of 40.92% for TSLP.

Risk: Volatility and Drawdowns

TSLP has been the more volatile fund, with annualized monthly volatility of 49.8% 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 -67.7% for TSLP. 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TSLP charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 28.16% for TSLP.

Holdings Overlap

0.0%overlap

IVV and TSLP share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or TSLP?

IVV has an expense ratio of 0.03% while TSLP charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, IVV or TSLP?

Over the past year IVV returned +21.64% vs -26.80% for TSLP, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.04% vs -19.16% for TSLP. Past performance does not guarantee future results.

Which is riskier, IVV or TSLP?

TSLP has been the more volatile fund at 49.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSLP -67.7%.

Should I hold both IVV and TSLP?

IVV and TSLP have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSLP?

IVV and TSLP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or TSLP?

IVV yields 1.09% while TSLP yields 28.16%, so TSLP currently pays the higher dividend yield.

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