IVV vs VTHR
iShares Core S&P 500 ETF vs Vanguard Russell 3000 ETF
Quick Verdict
IVV has a lower expense ratio. VTHR delivered stronger 1-year returns. VTHR offers more diversification with 2,929 holdings.
Side-by-Side Comparison
| Metric | IVV | VTHR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.06% | |
| AUM | $907.0B | $4.7B | |
| Dividend Yield | 1.10% | 1.04% | |
| Holdings | 508 | 2,929 | |
| YTD Return | +12.28% | +12.60% | |
| 1Y Return | +20.94% | +21.23% | |
| 3Y Return (annualized) | +21.81% | +21.39% | |
| 5Y Return (annualized) | +13.05% | +12.13% | |
| Volatility (annualized) | 15.1% | 14.5% | |
| Max Drawdown | -56.5% | -34.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 20, 2010 |
IVV vs VTHR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Russell 3000 ETF (VTHR) is a ETF from Vanguard (US). Over the past year IVV returned +20.94% while VTHR returned +21.23%. Year to date, IVV is up 12.28% versus a gain of 12.60% for VTHR.
Over three years, IVV compounded at +21.81% per year against +21.39% for VTHR; over five years the annualized figures are +13.05% and +12.13% respectively. Across the full 16-year window we track, VTHR has the edge at +13.08% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.5% for VTHR. 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 -34.6% for VTHR. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while VTHR charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.04% for VTHR.
Holdings Overlap
IVV and VTHR share 489 holdings out of 2979 unique holdings combined, representing a 82.8% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or VTHR?
IVV has an expense ratio of 0.03% while VTHR charges 0.06%. IVV is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, IVV or VTHR?
Over the past year IVV returned +20.94% vs +21.23% for VTHR, so VTHR leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +6.98% vs +13.08% for VTHR. Past performance does not guarantee future results.
Which is riskier, IVV or VTHR?
IVV has been the more volatile fund at 15.1% annualized versus 14.5% for VTHR. Worst drawdown: IVV -56.5% vs VTHR -34.6%.
Should I hold both IVV and VTHR?
IVV and VTHR have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and VTHR?
IVV and VTHR share 489 common holdings with a 82.8% weight overlap. Combined, they hold 2979 unique securities.
Which pays a higher dividend, IVV or VTHR?
IVV yields 1.10% while VTHR yields 1.04%, so IVV currently pays the higher dividend yield.
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