IVV vs TRUT

Quick Verdict

IVV has a lower expense ratio. TRUT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TRUTMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTRUTWinner
Expense Ratio0.03%0.14%
AUM$865.2B$174M
Dividend Yield1.09%0.20%
Holdings50876
YTD Return+13.80%+22.59%
1Y Return+23.70%+34.91%
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%27.5%
Max Drawdown-56.5%-18.6%
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
InceptionMay 15, 2000Aug 20, 2025

IVV vs TRUT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Technology TruSector ETF (TRUT) is a ETF from VanEck. Over the past year IVV returned +23.70% while TRUT returned +34.91%. Year to date, IVV is up 13.80% versus a gain of 22.59% for TRUT.

Risk: Volatility and Drawdowns

TRUT has been the more volatile fund, with annualized monthly volatility of 27.5% compared with 15.1% 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 -56.5% for IVV and -18.6% for TRUT. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TRUT charges 0.14%. On a $10,000 position that is $3 vs $14 annually, a gap of $11 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.20% for TRUT.

Holdings Overlap

35.3%overlap

IVV and TRUT share 71 holdings out of 509 unique holdings combined, representing a 35.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TRUTDifference
NVDA7.76%16.47%8.71%
AAPL7.44%15.39%7.95%
MSFT4.57%9.24%4.67%
AVGOProProPro
MUProProPro
INTCProProPro
CSCOProProPro
AMATProProPro
PLTRProProPro
KLACProProPro
See all 10 holdings IVV shares with TRUT
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Frequently Asked Questions

Which is cheaper, IVV or TRUT?

IVV has an expense ratio of 0.03% while TRUT charges 0.14%. IVV is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, IVV or TRUT?

Over the past year IVV returned +23.70% vs +34.91% for TRUT, so TRUT leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, IVV or TRUT?

TRUT has been the more volatile fund at 27.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TRUT -18.6%.

Should I hold both IVV and TRUT?

IVV and TRUT have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TRUT?

IVV and TRUT share 71 common holdings with a 35.3% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IVV or TRUT?

IVV yields 1.09% while TRUT yields 0.20%, so IVV currently pays the higher dividend yield.

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