IVV vs RGTZ

IVV vs RGTZ
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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

MetricIVVRGTZWinner
Expense Ratio0.03%1.29%
AUM$907.0B$12M
Dividend Yield1.10%0.00%
Holdings5088
YTD Return+12.76%-84.08%
1Y Return+20.63%-
3Y Return (annualized)+21.71%-
5Y Return (annualized)+12.87%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-92.9%
Fund FamilyiShares by BlackRock (US)Defiance ETFs, LLC
CategoryEquityAlternative
InceptionMay 15, 2000Oct 8, 2025

IVV vs RGTZ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Short RGTI ETF (RGTZ) is a ETF from Defiance ETFs, LLC. Year to date, IVV is up 12.76% versus a loss of 84.08% for RGTZ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -92.9% for RGTZ. 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 RGTZ charges 1.29%. On a $10,000 position that is $3 vs $129 annually, a gap of $126 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for RGTZ.

Holdings Overlap

0.0%overlap

IVV and RGTZ share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or RGTZ?

IVV has an expense ratio of 0.03% while RGTZ charges 1.29%. IVV is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

What is the holdings overlap between IVV and RGTZ?

IVV and RGTZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or RGTZ?

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

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