IVV vs RAYD

IVV vs RAYD

Which is better, IVV or RAYD?

Nearly the same fund. IVV costs less.

IVV has a lower expense ratio. RAYD led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. RAYD is less concentrated, with 33.7% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns: RAYDLess Concentrated: RAYD

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

MetricIVVRAYD
Expense Ratio0.03%Best0.80%
AUM$886.7B$57M
Dividend Yield1.10%0.82%
Holdings508117
Volatility (annualized)16.0%14.5%Best
Max Drawdown-24.5%-21.0%Best
$10,000 over 4 years$15,506$15,814Best
Top 10 Weight37.9%33.7%Best
Fund FamilyiShares by BlackRock (US)The Advisors Inner Circle Fund
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Dec 15, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 259 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 4, 2026 and RAYD through Dec 19, 2025.

Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Dec 16, 2021 to Dec 19, 2025 (4 years).

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.5% for RAYD. 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 -24.5% for IVV and -21.0% for RAYD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IVV charges 0.03% per year while RAYD charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.82% for RAYD.

Holdings Overlap

IVV already in RAYD36.0%
RAYD already in IVV60.2%

36.0% of IVV's money is in holdings RAYD also owns. 60.2% of RAYD's money is in holdings IVV also owns.

The two portfolios partly overlap.

The two holdings books were reported 309 days apart, IVV as of Aug 5, 2026 and RAYD as of Sep 30, 2025, so some of the difference between them is the time between the two reports rather than the funds.

42 positions in common, counted across the 505 positions we hold weights for in IVV and 104 in RAYD, against full books of 508 and 117.

What only one of them owns

Our book lists 18 positions for RAYD that do not appear in our book for IVV (15.7% of the fund), and 455 for IVV that do not appear in RAYD (63.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in RAYDDifference
NVDANvidia Corp.7.98%7.42%0.56%
MSFTMicrosoft Corp 4.100 Feb 06 375.44%5.38%0.06%
AAPLApple, Inc6.86%2.65%4.21%
AMZNAmazon.Com Inc4.01%3.29%0.72%
GOOGLAlphabet Inc.Class A3.19%3.18%0.01%
MAMastercard Inc0.69%2.93%2.24%
LRCXLam Research Corp0.58%2.41%1.83%
VVisa Inc Class A0.92%2.06%1.14%
LLYEli Lilly & Company1.39%1.34%0.05%
ADBEAdobe Systems0.16%2.14%1.98%

60.2% of RAYD is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVRAYD

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Frequently Asked Questions

Which is cheaper, IVV or RAYD?

IVV has an expense ratio of 0.03% while RAYD charges 0.80%. IVV is the cheaper option, by $77 a year on a $10,000 investment.

Which is riskier, IVV or RAYD?

IVV has been the more volatile fund at 16.0% annualized versus 14.5% for RAYD. Worst drawdown: IVV -24.5% vs RAYD -21.0%.

Should I hold both IVV and RAYD?

IVV and RAYD have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IVV and RAYD?

60.2% of RAYD's money is in holdings IVV also owns. 60.2% of RAYD's is in holdings IVV also owns. They hold 42 positions in common, counted across the 505 positions we hold weights for in IVV and 104 in RAYD.

Which pays a higher dividend, IVV or RAYD?

IVV yields 1.10% while RAYD yields 0.82%, so IVV currently pays the higher dividend yield.

Is RAYD better than IVV?

IVV has a lower expense ratio. RAYD led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. RAYD is less concentrated, with 33.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.