IVV vs TSME

IVV vs TSME

Which is better, IVV or TSME?

Large Cap Blend against Mid Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. TSME is less concentrated, with 23.7% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: TSME

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

MetricIVVTSME
Expense Ratio0.03%Best0.65%
AUM$876.4B$869M
Dividend Yield1.06%0.15%
Holdings50868
YTD Return+13.85%Best+9.39%
1Y Return+18.57%Best+13.17%
3Y Return (annualized)+23.50%Best+19.31%
5Y Return (annualized)+13.34%-
Volatility (annualized)12.9%Best21.3%
Max Drawdown-18.8%Best-26.6%
$10,000 over 4 years$21,735Best$18,269
Top 10 Weight37.8%23.7%Best
Fund FamilyiShares by BlackRock (US)Thrivent Funds
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Growth
InceptionMay 15, 2000Oct 5, 2022

Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 5, 2022 to Sep 25, 2026 (4 years).

IVV vs TSME 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 covers the 4 years both funds cover.

IVV vs TSME Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Thrivent Small-Mid Cap Equity ETF (TSME) is an ETF from Thrivent Funds. Over the past year IVV returned +18.57% while TSME returned +13.17%. Year to date, IVV is up 13.85% versus a gain of 9.39% for TSME.

Over three years, IVV compounded at +23.50% per year against +19.31% for TSME. Across the full 4-year window we track, IVV has the edge at +21.42% annualized vs +16.26%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSME has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 12.9% 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 -18.8% for IVV and -26.6% for TSME. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TSME 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 0.15% for TSME.

Holdings Overlap

IVV already in TSME0.8%
TSME already in IVV14.5%

0.8% of IVV's money is in holdings TSME also owns. 14.5% of TSME's money is in holdings IVV also owns.

TSME and IVV share little of their money.

11 positions in common, counted across the 490 positions we hold weights for in IVV and 71 in TSME, against full books of 508 and 68.

What only one of them owns

Our book lists 54 positions for TSME that do not appear in our book for IVV (76.1% of the fund), and 471 for IVV that do not appear in TSME (97.9%).

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 TSMEDifference
CORCencora Inc0.09%1.78%1.69%
CASYCaseys General0.04%1.75%1.71%
LHLabcorp Holdings Inc0.04%1.74%1.70%
HOODRobinhood Markets Inc - A0.13%1.42%1.29%
STLDSteel Dynamics, Inc.0.05%1.37%1.32%
PWRQuanta Services Inc0.14%1.28%1.14%
COHRCoherent Corp0.08%1.21%1.13%
NINisource Inc.0.03%1.16%1.13%
NTAPNetapp Inc0.06%1.01%0.95%
AKAMAkamai Technologies Inc.0.02%0.99%0.97%

You are not choosing between two funds in isolation.

Whichever of IVV and TSME you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVTSME

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TSME?

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

Which performed better, IVV or TSME?

Over the past year IVV returned +18.57% vs +13.17% for TSME, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +21.42% vs +16.26% for TSME. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TSME?

TSME has been the more volatile fund at 21.3% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs TSME -26.6%.

Should I hold both IVV and TSME?

IVV and TSME have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and TSME?

14.5% of TSME's money is in holdings IVV also owns. 14.5% of TSME's is in holdings IVV also owns. They hold 11 positions in common, counted across the 490 positions we hold weights for in IVV and 71 in TSME.

Which pays a higher dividend, IVV or TSME?

IVV yields 1.06% while TSME yields 0.15%, so IVV currently pays the higher dividend yield.

Is TSME better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. TSME is less concentrated, with 23.7% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.