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IVV vs TACU

iShares Core S&P 500 ETF vs T. Rowe Price Active Core U.S. Equity ETF

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

TACU

T. Rowe Price Active Core U.S. Equity ETF

Annual cost

0.00%

Fund size

$14M

Key differences

Both IVV and TACU are equity ETFs. IVV charges 0.03% a year and TACU 0.00%. The main difference: IVV follows a index tracking strategy; TACU uses active selection.

  • IVV follows a index tracking strategy; TACU uses active selection.
  • IVV is much larger than TACU. Larger funds are usually more liquid and less likely to close.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVVTACU
Annual cost (TER)0.03%0.00%
Fund size (AUM)$854.9B$14M
Since20002025
Dividend yield1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.3%N/A
CAGR 3Y+22.5%N/A
CAGR 5Y+13.5%N/A
Sharpe 3Y1.20N/A
Volatility 1Y12.10%
Max drawdown-33.90%-8.91%

Similar to IVV and TACU