IVV vs TOUS
IVV vs TOUS
iShares Core S&P 500 ETF vs T. Rowe Price International Equity ETF
Quick Verdict
IVV has a lower expense ratio. TOUS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TOUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $865.2B | $1.6B | |
| Dividend Yield | 1.09% | 1.58% | |
| Holdings | 508 | 347 | |
| YTD Return | +9.93% | +11.53% | |
| 1Y Return | +19.59% | +24.94% | |
| 3Y Return (annualized) | +19.41% | +16.25% | |
| 5Y Return (annualized) | +12.89% | - | |
| Volatility (annualized) | 15.1% | 13.3% | |
| Max Drawdown | -56.5% | -14.3% | |
| Fund Family | iShares by BlackRock (US) | T.Rowe Price | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 14, 2023 |
IVV vs TOUS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T. Rowe Price International Equity ETF (TOUS) is a ETF from T.Rowe Price. Over the past year IVV returned +19.59% while TOUS returned +24.94%. Year to date, IVV is up 9.93% versus a gain of 11.53% for TOUS.
Over three years, IVV compounded at +19.41% per year against +16.25% for TOUS. Across the full 3-year window we track, TOUS has the edge at +15.56% annualized vs +6.91%. 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 13.3% for TOUS. 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 -14.3% for TOUS. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TOUS charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.58% for TOUS.
Holdings Overlap
IVV and TOUS 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
| Stock | Weight in IVV | Weight in TOUS | Difference |
|---|---|---|---|
| VST | 0.08% | 0.04% | 0.04% |
Frequently Asked Questions
Which is cheaper, IVV or TOUS?
IVV has an expense ratio of 0.03% while TOUS charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or TOUS?
Over the past year IVV returned +19.59% vs +24.94% for TOUS, so TOUS leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.91% vs +15.56% for TOUS. Past performance does not guarantee future results.
Which is riskier, IVV or TOUS?
IVV has been the more volatile fund at 15.1% annualized versus 13.3% for TOUS. Worst drawdown: IVV -56.5% vs TOUS -14.3%.
Should I hold both IVV and TOUS?
IVV and TOUS have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TOUS?
IVV and TOUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 666 unique securities.
Which pays a higher dividend, IVV or TOUS?
IVV yields 1.09% while TOUS yields 1.58%, so TOUS currently pays the higher dividend yield.
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