Quick Verdict

IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVTIPWinner
Expense Ratio0.03%0.03%
AUM$865.2B$19.3B
Dividend Yield1.09%3.60%
Holdings50827
YTD Return+13.80%+1.87%
1Y Return+23.70%+3.01%
3Y Return (annualized)+21.49%+5.37%
5Y Return (annualized)+13.43%+3.39%
Volatility (annualized)15.1%2.4%
Max Drawdown-56.5%-7.1%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Oct 12, 2012

IVV vs VTIP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) is a ETF from Vanguard (US). Over the past year IVV returned +23.70% while VTIP returned +3.01%. Year to date, IVV is up 13.80% versus a gain of 1.87% for VTIP.

Over three years, IVV compounded at +21.49% per year against +5.37% for VTIP; over five years the annualized figures are +13.43% and +3.39% respectively. Across the full 14-year window we track, IVV has the edge at +7.05% annualized vs +1.58%. 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 2.4% for VTIP. 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 -7.1% for VTIP. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while VTIP charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, IVV currently yields 1.09% against 3.60% for VTIP.

Holdings Overlap

0.0%overlap

IVV and VTIP share 0 holdings out of 528 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or VTIP?

IVV has an expense ratio of 0.03% while VTIP charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, IVV or VTIP?

Over the past year IVV returned +23.70% vs +3.01% for VTIP, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +7.05% vs +1.58% for VTIP. Past performance does not guarantee future results.

Which is riskier, IVV or VTIP?

IVV has been the more volatile fund at 15.1% annualized versus 2.4% for VTIP. Worst drawdown: IVV -56.5% vs VTIP -7.1%.

Should I hold both IVV and VTIP?

IVV and VTIP have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VTIP?

IVV and VTIP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 528 unique securities.

Which pays a higher dividend, IVV or VTIP?

IVV yields 1.09% while VTIP yields 3.60%, so VTIP currently pays the higher dividend yield.

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