IVV vs RDOG
iShares Core S&P 500 ETF vs ALPS REIT Dividend Dogs ETF
Which is better, IVV or RDOG?
Large Cap Blend against Small Cap Value.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. RDOG is less concentrated, with 25.2% of the fund in its ten largest positions against 37.9%.
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
| Metric | IVV | RDOG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $886.7B | $11M |
| Dividend Yield | 1.10% | 6.14% |
| Holdings | 508 | 44 |
| YTD Return | +13.39% | +16.22%Best |
| 1Y Return | +20.08%Best | +15.33% |
| 3Y Return (annualized) | +21.29%Best | +10.68% |
| 5Y Return (annualized) | +12.88%Best | +1.43% |
| Volatility (annualized) | 15.7%Best | 21.3% |
| Max Drawdown | -52.4%Best | -70.5% |
| $10,000 over 5 years | $18,327Best | $10,736 |
| Top 10 Weight | 37.9% | 25.2%Best |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Value |
| Inception | May 15, 2000 | May 7, 2008 |
Volatility and max drawdown are measured over the window both funds cover: May 9, 2008 to Sep 4, 2026 (18.3 years).
IVV vs RDOG 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 covers the 18.3 years both funds cover.
IVV vs RDOG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ALPS REIT Dividend Dogs ETF (RDOG) is an ETF from ALPS Advisors. Over the past year IVV returned +20.08% while RDOG returned +15.33%. Year to date, IVV is up 13.39% versus a gain of 16.22% for RDOG.
Over three years, IVV compounded at +21.29% per year against +10.68% for RDOG; over five years the annualized figures are +12.88% and +1.43% respectively. Across the full 18-year window we track, IVV has the edge at +10.28% annualized vs +0.87%.
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 15.7% 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 -52.4% for IVV and -70.5% for RDOG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.10% against 6.14% for RDOG.
Holdings Overlap
0.6% of IVV's money is in holdings RDOG also owns. 20.3% of RDOG's money is in holdings IVV also owns.
RDOG and IVV share little of their money.
9 positions in common, counted across the 505 positions we hold weights for in IVV and 43 in RDOG, against full books of 508 and 44.
What only one of them owns
Measured across the 505 and 43 positions we hold weights for.
IVV holds 488 positions RDOG does not, 98.7% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
Top Shared Holdings
| Stock | Weight in IVV | Weight in RDOG | Difference |
|---|---|---|---|
| DLRDigital Realty Trust Inc. | 0.10% | 2.57% | 2.47% |
| EQIXEquinix Inc. Real Estate Investment Trust | 0.16% | 2.47% | 2.31% |
| ORealty Income Corp. | 0.09% | 2.37% | 2.28% |
| AMTAmerican Tower Corporation | 0.12% | 2.22% | 2.10% |
| UDRUdr Inc. | 0.02% | 2.28% | 2.26% |
| VICIVici Properties Inc | 0.04% | 2.19% | 2.15% |
| SBACSba Communications Corp. Class A Real Estate Investment Tru | 0.03% | 2.14% | 2.11% |
| AREAlexandria Real Estate Equities Inc. | 0.01% | 2.14% | 2.13% |
| CCICrown Castle International Corp | 0.05% | 1.95% | 1.90% |
20.3% of RDOG 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.
Free for up to 10 holdings. No account needed.
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, by $32 a year on a $10,000 investment.
Which performed better, IVV or RDOG?
Over the past year IVV returned +20.08% vs +15.33% for RDOG, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +10.28% vs +0.87% for RDOG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RDOG?
RDOG has been the more volatile fund at 21.3% annualized versus 15.7% for IVV. Worst drawdown: IVV -52.4% vs RDOG -70.5%.
Should I hold both IVV and RDOG?
IVV and RDOG have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and RDOG?
20.3% of RDOG's money is in holdings IVV also owns. 20.3% of RDOG's is in holdings IVV also owns. They hold 9 positions in common, counted across the 505 positions we hold weights for in IVV and 43 in RDOG.
Which pays a higher dividend, IVV or RDOG?
IVV yields 1.10% while RDOG yields 6.14%, so RDOG currently pays the higher dividend yield.
Is RDOG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. RDOG is less concentrated, with 25.2% 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.