IVV vs REIT
iShares Core S&P 500 ETF vs ALPS Active REIT ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | REIT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.68% | |
| AUM | $865.2B | $59M | |
| Dividend Yield | 1.09% | 3.06% | |
| Holdings | 508 | 30 | |
| YTD Return | +13.72% | +17.25% | |
| 1Y Return | +21.64% | +21.06% | |
| 3Y Return (annualized) | +21.55% | +10.92% | |
| 5Y Return (annualized) | +13.27% | +4.47% | |
| Volatility (annualized) | 15.1% | 18.1% | |
| Max Drawdown | -56.5% | -29.3% | |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 24, 2021 |
IVV vs REIT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ALPS Active REIT ETF (REIT) is a ETF from ALPS Advisors. Over the past year IVV returned +21.64% while REIT returned +21.06%. Year to date, IVV is up 13.72% versus a gain of 17.25% for REIT.
Over three years, IVV compounded at +21.55% per year against +10.92% for REIT; over five years the annualized figures are +13.27% and +4.47% respectively. Across the full 6-year window we track, REIT has the edge at +7.66% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REIT has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.1% 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 -56.5% for IVV and -29.3% for REIT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.09% against 3.06% for REIT.
Holdings Overlap
IVV and REIT share 16 holdings out of 518 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $65 per year of difference.
Which performed better, IVV or REIT?
Over the past year IVV returned +21.64% vs +21.06% for REIT, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.04% vs +7.66% for REIT. Past performance does not guarantee future results.
Which is riskier, IVV or REIT?
REIT has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs REIT -29.3%.
Should I hold both IVV and REIT?
IVV and REIT have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and REIT?
IVV and REIT share 16 common holdings with a 1.3% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, IVV or REIT?
IVV yields 1.09% while REIT yields 3.06%, so REIT currently pays the higher dividend yield.
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