IVV vs RECI
iShares Core S&P 500 ETF vs Columbia Research Enhanced Core Premium Income ETF
Which is better, IVV or RECI?
IVV costs less.
IVV has a lower expense ratio.
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 | RECI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.30% |
| AUM | $876.4B | - |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 360 |
| YTD Return | +12.24%Best | +1.47% |
| 1Y Return | +18.61% | - |
| 3Y Return (annualized) | +20.98% | - |
| 5Y Return (annualized) | +12.76% | - |
| Fund Family | iShares by BlackRock (US) | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jul 14, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs RECI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs RECI Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Columbia Research Enhanced Core Premium Income ETF (RECI) is an ETF from Columbia Threadneedle Investments. Year to date, IVV is up 12.24% versus a gain of 1.47% for RECI.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while RECI charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for RECI.
Holdings Overlap
At least 37.1% of IVV's money is in holdings RECI also owns.
Stated as a floor: for RECI, our book for it covers 80.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
169 positions in common, counted across the 505 positions we hold weights for in IVV and 343 in RECI, against full books of 508 and 360.
Top Shared Holdings
| Stock | Weight in IVV | Weight in RECI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 10.01% | 2.03% |
| AAPLApple, Inc | 6.86% | 9.16% | 2.30% |
| METAMeta Platforms, Inc. | 1.94% | 3.65% | 1.71% |
| MUMicron Technology, Inc. | 1.51% | 1.67% | 0.16% |
| MAMastercard Inc | 0.69% | 1.90% | 1.21% |
| BACBank Of America Corp. | 0.62% | 1.67% | 1.05% |
| CVXChevron Corp. | 0.52% | 1.14% | 0.62% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.72% | 0.92% | 0.20% |
| TJXTjx Cos., Inc. | 0.27% | 1.29% | 1.02% |
| PLTRPalantir Technologies Inc | 0.55% | 0.78% | 0.23% |
37.1% of IVV is already inside RECI.
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 RECI?
IVV has an expense ratio of 0.03% while RECI charges 0.30%. IVV is the cheaper option, by $27 a year on a $10,000 investment.
What is the holdings overlap between IVV and RECI?
At least 37.1% of IVV's money is in holdings RECI also owns. Our book for RECI is partial, so the real figure is this or higher. They hold 169 positions in common, counted across the 505 positions we hold weights for in IVV and 343 in RECI.
Which pays a higher dividend, IVV or RECI?
IVV yields 1.06% while RECI yields 0.00%, so IVV currently pays the higher dividend yield.
Is RECI better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.