IVV vs RDOG
iShares Core S&P 500 ETF vs ALPS REIT Dividend Dogs 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 | RDOG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $865.2B | $12M | |
| Dividend Yield | 1.09% | 6.12% | |
| Holdings | 508 | 46 | |
| YTD Return | +13.80% | +15.47% | |
| 1Y Return | +23.01% | +22.44% | |
| 3Y Return (annualized) | +21.77% | +10.00% | |
| 5Y Return (annualized) | +13.39% | +2.17% | |
| Volatility (annualized) | 15.1% | 21.3% | |
| Max Drawdown | -56.5% | -70.5% | |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 7, 2008 |
IVV vs RDOG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ALPS REIT Dividend Dogs ETF (RDOG) is a ETF from ALPS Advisors. Over the past year IVV returned +23.01% while RDOG returned +22.44%. Year to date, IVV is up 13.80% versus a gain of 15.47% for RDOG.
Over three years, IVV compounded at +21.77% per year against +10.00% for RDOG; over five years the annualized figures are +13.39% and +2.17% respectively. Across the full 18-year window we track, IVV has the edge at +7.04% annualized vs +0.84%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RDOG has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 15.1% for IVV. 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 -70.5% for RDOG. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RDOG charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 6.12% for RDOG.
Holdings Overlap
IVV and RDOG share 9 holdings out of 539 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RDOG?
IVV has an expense ratio of 0.03% while RDOG charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IVV or RDOG?
Over the past year IVV returned +23.01% vs +22.44% for RDOG, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +7.04% vs +0.84% for RDOG. Past performance does not guarantee future results.
Which is riskier, IVV or RDOG?
RDOG has been the more volatile fund at 21.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RDOG -70.5%.
Should I hold both IVV and RDOG?
IVV and RDOG have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RDOG?
IVV and RDOG share 9 common holdings with a 0.6% weight overlap. Combined, they hold 539 unique securities.
Which pays a higher dividend, IVV or RDOG?
IVV yields 1.09% while RDOG yields 6.12%, so RDOG currently pays the higher dividend yield.
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