IVV vs TYA
iShares Core S&P 500 ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF
Which is better, IVV or TYA?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | IVV | TYA |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.25% |
| AUM | $876.4B | $65M |
| Dividend Yield | 1.06% | 3.80% |
| Holdings | 508 | 3 |
| YTD Return | +12.39%Best | -14.87% |
| 1Y Return | +16.61%Best | -16.06% |
| 3Y Return (annualized) | +21.38%Best | -1.49% |
| 5Y Return (annualized) | +13.51%Best | -12.03% |
| Volatility (annualized) | 15.7%Best | 19.2% |
| Max Drawdown | -24.5%Best | -51.1% |
| $10,000 over 5 years | $18,844Best | $5,268 |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Sep 27, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2021 to Sep 18, 2026 (5 years).
IVV vs TYA 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 5 years both funds cover.
IVV vs TYA Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) is an ETF from Simplify Exchange Traded Funds. Over the past year IVV returned +16.61% while TYA returned -16.06%. Year to date, IVV is up 12.39% versus a loss of 14.87% for TYA.
Over three years, IVV compounded at +21.38% per year against -1.49% for TYA; over five years the annualized figures are +13.51% and -12.03% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TYA has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 15.7% 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 -24.5% for IVV and -51.1% for TYA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while TYA charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 3.80% for TYA.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in TYA, totalling 99.3% and 98.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in TYA, against full books of 508 and 3.
You are not choosing between two funds in isolation.
Whichever of IVV and TYA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or TYA?
IVV has an expense ratio of 0.03% while TYA charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, IVV or TYA?
Over the past year IVV returned +16.61% vs -16.06% for TYA, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or TYA?
TYA has been the more volatile fund at 19.2% annualized versus 15.7% for IVV. Worst drawdown: IVV -24.5% vs TYA -51.1%.
Should I hold both IVV and TYA?
IVV and TYA have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or TYA?
IVV yields 1.06% while TYA yields 3.80%, so TYA currently pays the higher dividend yield.
Is TYA better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.