IVV vs RGLO
iShares Core S&P 500 ETF vs Russell Investments Global Equity ETF
Quick Verdict
IVV has a lower expense ratio. RGLO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RGLO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.49% | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | 0.57% | |
| Holdings | 508 | 384 | |
| YTD Return | +12.71% | +12.91% | |
| 1Y Return | +21.89% | +23.91% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 10.2% | |
| Max Drawdown | -56.5% | -9.6% | |
| Fund Family | iShares by BlackRock (US) | Russell Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 29, 2025 |
IVV vs RGLO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Russell Investments Global Equity ETF (RGLO) is a ETF from Russell Investments. Over the past year IVV returned +21.89% while RGLO returned +23.91%. Year to date, IVV is up 12.71% versus a gain of 12.91% for RGLO.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.2% for RGLO. 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 -9.6% for RGLO. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while RGLO charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.57% for RGLO.
Holdings Overlap
IVV and RGLO share 93 holdings out of 753 unique holdings combined, representing a 38.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RGLO?
IVV has an expense ratio of 0.03% while RGLO charges 0.49%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, IVV or RGLO?
Over the past year IVV returned +21.89% vs +23.91% for RGLO, so RGLO leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs +26.00% for RGLO. Past performance does not guarantee future results.
Which is riskier, IVV or RGLO?
IVV has been the more volatile fund at 15.1% annualized versus 10.2% for RGLO. Worst drawdown: IVV -56.5% vs RGLO -9.6%.
Should I hold both IVV and RGLO?
IVV and RGLO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and RGLO?
IVV and RGLO share 93 common holdings with a 38.6% weight overlap. Combined, they hold 753 unique securities.
Which pays a higher dividend, IVV or RGLO?
IVV yields 1.10% while RGLO yields 0.57%, so IVV currently pays the higher dividend yield.
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