IVV vs RECI

IVV vs RECI
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVRECIWinner
Expense Ratio0.03%0.30%
AUM$907.0B-
Dividend Yield1.10%0.00%
Holdings508356
YTD Return+13.22%+1.49%
1Y Return+21.62%-
3Y Return (annualized)+22.17%-
5Y Return (annualized)+13.42%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-1.4%
Fund FamilyiShares by BlackRock (US)Columbia Threadneedle Investments
CategoryEquityEquity
InceptionMay 15, 2000Jul 14, 2026

IVV vs RECI Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Columbia Research Enhanced Core Premium Income ETF (RECI) is a ETF from Columbia Threadneedle Investments. Year to date, IVV is up 13.22% versus a gain of 1.49% for RECI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.4% for RECI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.10% against 0.00% for RECI.

Holdings Overlap

36.3%overlap

IVV and RECI share 174 holdings out of 687 unique holdings combined, representing a 36.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in RECIDifference
AAPL7.44%9.96%2.52%
NVDA7.76%8.55%0.79%
META2.19%3.45%1.26%
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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. On a $10,000 investment, that is $27 per year of difference.

What is the holdings overlap between IVV and RECI?

IVV and RECI share 174 common holdings with a 36.3% weight overlap. Combined, they hold 687 unique securities.

Which pays a higher dividend, IVV or RECI?

IVV yields 1.10% while RECI yields 0.00%, so IVV currently pays the higher dividend yield.

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