IVV vs TSYY

IVV vs TSYY
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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

MetricIVVTSYYWinner
Expense Ratio0.03%1.15%
AUM$907.0B$61M
Dividend Yield1.10%40.45%
Holdings5086
YTD Return+12.28%-17.87%
1Y Return+20.94%-11.76%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%28.1%
Max Drawdown-56.5%-33.0%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityEquity
InceptionMay 15, 2000Dec 18, 2024

IVV vs TSYY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST TSLA ETF (TSYY) is a ETF from GraniteShares. Over the past year IVV returned +20.94% while TSYY returned -11.76%. Year to date, IVV is up 12.28% versus a loss of 17.87% for TSYY.

Risk: Volatility and Drawdowns

TSYY has been the more volatile fund, with annualized monthly volatility of 28.1% 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 -33.0% for TSYY. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TSYY charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 40.45% for TSYY.

Frequently Asked Questions

Which is cheaper, IVV or TSYY?

IVV has an expense ratio of 0.03% while TSYY charges 1.15%. IVV is the cheaper option. On a $10,000 investment, that is $112 per year of difference.

Which performed better, IVV or TSYY?

Over the past year IVV returned +20.94% vs -11.76% for TSYY, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +4.81% for TSYY. Past performance does not guarantee future results.

Which is riskier, IVV or TSYY?

TSYY has been the more volatile fund at 28.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSYY -33.0%.

Should I hold both IVV and TSYY?

IVV and TSYY have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or TSYY?

IVV yields 1.10% while TSYY yields 40.45%, so TSYY currently pays the higher dividend yield.

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