IVV vs RDTY
iShares Core S&P 500 ETF vs YieldMax Russell 2000 0DTE Covered Call Strategy ETF
Which is better, IVV or RDTY?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio. RDTY led over 1Y and the full window.
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 | RDTY |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.73% |
| AUM | $876.4B | $31M |
| Dividend Yield | 1.06% | 43.58% |
| Holdings | 508 | 4 |
| YTD Return | +12.27% | +16.50%Best |
| 1Y Return | +17.04% | +17.79%Best |
| 3Y Return (annualized) | +21.24% | - |
| 5Y Return (annualized) | +13.08% | - |
| Volatility (annualized) | 12.0%Best | 15.3% |
| Max Drawdown | -13.7%Best | -16.2% |
| $10,000 over 1.5 years | $13,469 | $14,410Best |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Mar 5, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 6, 2025 to Sep 17, 2026 (1.5 years).
IVV vs RDTY 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 1.5 years both funds cover.
IVV vs RDTY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax Russell 2000 0DTE Covered Call Strategy ETF (RDTY) is an ETF from YieldMax ETF. Over the past year IVV returned +17.04% while RDTY returned +17.79%. Year to date, IVV is up 12.27% versus a gain of 16.50% for RDTY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RDTY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.0% 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 -13.7% for IVV and -16.2% for RDTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RDTY charges 1.73%. On a $10,000 position that is $3 vs $173 annually, a gap of $170 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 43.58% for RDTY.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in RDTY, totalling 99.3% and 8.5% 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 490 positions we hold weights for in IVV and 1 in RDTY, against full books of 508 and 4.
You are not choosing between two funds in isolation.
Whichever of IVV and RDTY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or RDTY?
IVV has an expense ratio of 0.03% while RDTY charges 1.73%. IVV is the cheaper option, by $170 a year on a $10,000 investment.
Which performed better, IVV or RDTY?
Over the past year IVV returned +17.04% vs +17.79% for RDTY, so RDTY leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +21.96% vs +27.58% for RDTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RDTY?
RDTY has been the more volatile fund at 15.3% annualized versus 12.0% for IVV. Worst drawdown: IVV -13.7% vs RDTY -16.2%.
Should I hold both IVV and RDTY?
IVV and RDTY have a monthly-return correlation of 0.79, 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, IVV or RDTY?
IVV yields 1.06% while RDTY yields 43.58%, so RDTY currently pays the higher dividend yield.
Is RDTY better than IVV?
IVV has a lower expense ratio. RDTY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.