IVV vs RBIL

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVRBILWinner
Expense Ratio0.03%0.17%
AUM$865.2B$153M
Dividend Yield1.09%4.38%
Holdings5086
YTD Return+13.80%+2.70%
1Y Return+23.01%+3.87%
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%0.9%
Max Drawdown-56.5%-0.6%
Fund FamilyiShares by BlackRock (US)US Benchmark Series
CategoryEquityFixed Income
InceptionMay 15, 2000Feb 24, 2025

IVV vs RBIL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) is a ETF from US Benchmark Series. Over the past year IVV returned +23.01% while RBIL returned +3.87%. Year to date, IVV is up 13.80% versus a gain of 2.70% for RBIL.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.9% for RBIL. 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 -0.6% for RBIL. 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 -0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while RBIL charges 0.17%. On a $10,000 position that is $3 vs $17 annually, a gap of $14 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.38% for RBIL.

Holdings Overlap

0.0%overlap

IVV and RBIL share 0 holdings out of 510 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 RBIL?

IVV has an expense ratio of 0.03% while RBIL charges 0.17%. IVV is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, IVV or RBIL?

Over the past year IVV returned +23.01% vs +3.87% for RBIL, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +4.22% for RBIL. Past performance does not guarantee future results.

Which is riskier, IVV or RBIL?

IVV has been the more volatile fund at 15.1% annualized versus 0.9% for RBIL. Worst drawdown: IVV -56.5% vs RBIL -0.6%.

Should I hold both IVV and RBIL?

IVV and RBIL have a monthly-return correlation of -0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and RBIL?

IVV and RBIL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, IVV or RBIL?

IVV yields 1.09% while RBIL yields 4.38%, so RBIL currently pays the higher dividend yield.

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