BIV vs RSP

BIV vs RSP

Which is better, BIV or RSP?

RSP has been ahead.

BIV has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BIVHigher Returns: RSP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBIVRSP
Expense Ratio0.03%Best0.20%
AUM$28.8B$99.6B
Dividend Yield4.32%1.46%
Holdings2,336511
YTD Return-2.85%+10.46%Best
1Y Return-2.07%+13.34%Best
3Y Return (annualized)+4.39%+15.49%Best
5Y Return (annualized)-0.56%+8.23%Best
Volatility (annualized)5.7%Best17.6%
Max Drawdown-20.3%Best-60.9%
$10,000 over 5 years$9,723$14,850Best
Fund FamilyVanguard (US)Invesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionApr 3, 2007Apr 24, 2003

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 23, 2026 (19.5 years).

BIV vs RSP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BIV against instead:BIV vs SPYBIV vs QQQBIV vs VOOBIV vs VTIRSP against:RSP vs VXUS

BIV vs RSP Performance

Vanguard Intermediate-Term Bond ETF (BIV) is an ETF from Vanguard (US) and Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US). Over the past year BIV returned -2.07% while RSP returned +13.34%. Year to date, BIV is down 2.85% versus a gain of 10.46% for RSP.

Over three years, BIV compounded at +4.39% per year against +15.49% for RSP; over five years the annualized figures are -0.56% and +8.23% respectively. Across the full 20-year window we track, RSP has the edge at +8.22% annualized vs +0.87%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSP has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 5.7% for BIV. 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 -20.3% for BIV and -60.9% for RSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.21. They move largely independently of each other.

Fees and Cost Over Time

BIV charges 0.03% per year while RSP charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, BIV currently yields 4.32% against 1.46% for RSP.

Holdings Overlap

We hold position weights for 798 holdings in BIV and 502 in RSP, totalling 60.9% and 99.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 798 positions we hold weights for in BIV and 502 in RSP, against full books of 2,336 and 511.

You are not choosing between two funds in isolation.

Whichever of BIV and RSP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BIVRSP

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Frequently Asked Questions

Which is cheaper, BIV or RSP?

BIV has an expense ratio of 0.03% while RSP charges 0.20%. BIV is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, BIV or RSP?

Over the past year BIV returned -2.07% vs +13.34% for RSP, so RSP leads on 1-year performance. Over the longest common window we track (20 years), BIV annualized +0.87% vs +8.22% for RSP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIV or RSP?

RSP has been the more volatile fund at 17.6% annualized versus 5.7% for BIV. Worst drawdown: BIV -20.3% vs RSP -60.9%.

Should I hold both BIV and RSP?

BIV and RSP have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BIV or RSP?

BIV yields 4.32% while RSP yields 1.46%, so BIV currently pays the higher dividend yield.

Is RSP better than BIV?

BIV has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.