IVV vs TTEQ

IVV vs TTEQ
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Quick Verdict

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

Lower Fees: IVVHigher Returns: TTEQMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTTEQWinner
Expense Ratio0.03%0.63%
AUM$907.0B$435M
Dividend Yield1.10%0.00%
Holdings50885
YTD Return+12.28%+25.15%
1Y Return+20.94%+36.87%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%28.4%
Max Drawdown-56.5%-27.0%
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityEquity
InceptionMay 15, 2000Oct 23, 2024

IVV vs TTEQ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price Technology ETF (TTEQ) is a ETF from T.Rowe Price. Over the past year IVV returned +20.94% while TTEQ returned +36.87%. Year to date, IVV is up 12.28% versus a gain of 25.15% for TTEQ.

Risk: Volatility and Drawdowns

TTEQ has been the more volatile fund, with annualized monthly volatility of 28.4% 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 -27.0% for TTEQ. 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 TTEQ charges 0.63%. On a $10,000 position that is $3 vs $63 annually, a gap of $60 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TTEQ.

Holdings Overlap

30.9%overlap

IVV and TTEQ share 30 holdings out of 545 unique holdings combined, representing a 30.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TTEQDifference
NVDA7.76%10.72%2.96%
AAPL7.44%3.14%4.30%
AVGO2.83%5.93%3.10%
AMZNProProPro
GOOGLProProPro
MSFTProProPro
INTCProProPro
MUProProPro
GOOGProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TTEQ?

IVV has an expense ratio of 0.03% while TTEQ charges 0.63%. IVV is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, IVV or TTEQ?

Over the past year IVV returned +20.94% vs +36.87% for TTEQ, so TTEQ leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +30.94% for TTEQ. Past performance does not guarantee future results.

Which is riskier, IVV or TTEQ?

TTEQ has been the more volatile fund at 28.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TTEQ -27.0%.

Should I hold both IVV and TTEQ?

IVV and TTEQ 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 TTEQ?

IVV and TTEQ share 30 common holdings with a 30.9% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, IVV or TTEQ?

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

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