IVV vs TSEC
IVV vs TSEC
iShares Core S&P 500 ETF vs Touchstone Securitized Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TSEC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.40% | |
| AUM | $865.2B | $162M | |
| Dividend Yield | 1.09% | 5.02% | |
| Holdings | 508 | 122 | |
| YTD Return | +13.31% | +1.87% | |
| 1Y Return | +24.00% | +5.05% | |
| 3Y Return (annualized) | +21.16% | +6.95% | |
| 5Y Return (annualized) | +13.34% | - | |
| Volatility (annualized) | 15.1% | 2.4% | |
| Max Drawdown | -56.5% | -1.8% | |
| Fund Family | iShares by BlackRock (US) | Touchstone Investments | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jul 17, 2023 |
IVV vs TSEC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Touchstone Securitized Income ETF (TSEC) is a ETF from Touchstone Investments. Over the past year IVV returned +24.00% while TSEC returned +5.05%. Year to date, IVV is up 13.31% versus a gain of 1.87% for TSEC.
Over three years, IVV compounded at +21.16% per year against +6.95% for TSEC. Across the full 3-year window we track, IVV has the edge at +7.03% 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 2.4% for TSEC. 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 -1.8% for TSEC. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TSEC charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 5.02% for TSEC.
Holdings Overlap
IVV and TSEC share 0 holdings out of 525 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 TSEC?
IVV has an expense ratio of 0.03% while TSEC charges 0.40%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, IVV or TSEC?
Over the past year IVV returned +24.00% vs +5.05% for TSEC, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs +6.98% for TSEC. Past performance does not guarantee future results.
Which is riskier, IVV or TSEC?
IVV has been the more volatile fund at 15.1% annualized versus 2.4% for TSEC. Worst drawdown: IVV -56.5% vs TSEC -1.8%.
Should I hold both IVV and TSEC?
IVV and TSEC have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TSEC?
IVV and TSEC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, IVV or TSEC?
IVV yields 1.09% while TSEC yields 5.02%, so TSEC currently pays the higher dividend yield.
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