IVV vs REIT
iShares Core S&P 500 ETF vs ALPS Active REIT ETF
Which is better, IVV or REIT?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 55.2%.
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 | REIT |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.68% |
| AUM | $886.7B | $57M |
| Dividend Yield | 1.10% | 2.66% |
| Holdings | 508 | 30 |
| YTD Return | +12.70% | +15.83%Best |
| 1Y Return | +19.36%Best | +15.41% |
| 3Y Return (annualized) | +21.16%Best | +10.84% |
| 5Y Return (annualized) | +12.75%Best | +3.50% |
| Volatility (annualized) | 15.3%Best | 17.9% |
| Max Drawdown | -24.5%Best | -29.3% |
| $10,000 over 5 years | $18,221Best | $11,877 |
| Top 10 Weight | 37.9%Best | 55.2% |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Feb 24, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2021 to Sep 8, 2026 (5.5 years).
IVV vs REIT 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 5.5 years both funds cover.
IVV vs REIT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ALPS Active REIT ETF (REIT) is an ETF from ALPS Advisors. Over the past year IVV returned +19.36% while REIT returned +15.41%. Year to date, IVV is up 12.70% versus a gain of 15.83% for REIT.
Over three years, IVV compounded at +21.16% per year against +10.84% for REIT; over five years the annualized figures are +12.75% and +3.50% respectively. Across the full 6-year window we track, IVV has the edge at +15.09% annualized vs +7.31%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REIT has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.3% 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 -24.5% for IVV and -29.3% for REIT. 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 REIT charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.66% for REIT.
Holdings Overlap
1.3% of IVV's money is in holdings REIT also owns. 63.7% of REIT's money is in holdings IVV also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 504 positions we hold weights for in IVV and 29 in REIT, against full books of 508 and 30.
What only one of them owns
Measured across the 504 and 29 positions we hold weights for.
IVV holds 477 positions REIT does not, 98.0% 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 REIT | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 0.25% | 9.85% | 9.60% |
| PLDPrologis Inc | 0.20% | 8.79% | 8.59% |
| EQIXEquinix Inc - Common | 0.16% | 8.56% | 8.40% |
| SPGSimon Property Group Inc. Reit Com | 0.11% | 5.02% | 4.91% |
| ESSEssex Property Trust Inc. | 0.03% | 4.31% | 4.28% |
| PSAPublic Storage | 0.08% | 3.73% | 3.65% |
| HSTHost Hotels & Resorts | 0.02% | 3.16% | 3.14% |
| INVHInvitation Homes Inc | 0.03% | 2.99% | 2.96% |
| DLRDigital Realty Trust Inc. | 0.10% | 2.80% | 2.70% |
| VICIVici Properties Inc | 0.04% | 2.81% | 2.77% |
63.7% of REIT 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 REIT?
IVV has an expense ratio of 0.03% while REIT charges 0.68%. IVV is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, IVV or REIT?
Over the past year IVV returned +19.36% vs +15.41% for REIT, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.09% vs +7.31% for REIT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or REIT?
REIT has been the more volatile fund at 17.9% annualized versus 15.3% for IVV. Worst drawdown: IVV -24.5% vs REIT -29.3%.
Should I hold both IVV and REIT?
IVV and REIT 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.
What is the holdings overlap between IVV and REIT?
63.7% of REIT's money is in holdings IVV also owns. 63.7% of REIT's is in holdings IVV also owns. They hold 16 positions in common, counted across the 504 positions we hold weights for in IVV and 29 in REIT.
Which pays a higher dividend, IVV or REIT?
IVV yields 1.10% while REIT yields 2.66%, so REIT currently pays the higher dividend yield.
Is REIT better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.