IVV vs TACN

Quick Verdict

TACN has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: TACNHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTACNWinner
Expense Ratio0.03%0.00%
AUM$865.2B$21M
Dividend Yield1.09%0.00%
Holdings508347
YTD Return+9.93%+11.49%
1Y Return+19.59%-
3Y Return (annualized)+19.41%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-11.0%
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityEquity
InceptionMay 15, 2000Dec 10, 2025

IVV vs TACN Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price Active Core International Equity ETF (TACN) is a ETF from T.Rowe Price. Year to date, IVV is up 9.93% versus a gain of 11.49% for TACN.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -11.0% for TACN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while TACN charges 0.00%. On a $10,000 position that is $3 vs $0 annually, a gap of $3 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for TACN.

Holdings Overlap

0.0%overlap

IVV and TACN share 1 holdings out of 666 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TACNDifference
VST0.08%0.04%0.04%

Frequently Asked Questions

Which is cheaper, IVV or TACN?

IVV has an expense ratio of 0.03% while TACN charges 0.00%. TACN is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

What is the holdings overlap between IVV and TACN?

IVV and TACN share 1 common holdings with a 0.0% weight overlap. Combined, they hold 666 unique securities.

Which pays a higher dividend, IVV or TACN?

IVV yields 1.09% while TACN yields 0.00%, so IVV currently pays the higher dividend yield.

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