IVV vs RIFR
iShares Core S&P 500 ETF vs Russell Investments Global Infrastructure ETF
Which is better, IVV or RIFR?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over the full window, RIFR over 1Y. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 40.1%.
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 | RIFR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.59% |
| AUM | $850.0B | $49M |
| Dividend Yield | 1.09% | 0.87% |
| Holdings | 1,018 | 126 |
| YTD Return | +12.12% | +13.23%Best |
| 1Y Return | +12.53% | +12.61%Best |
| 3Y Return (annualized) | +21.54% | - |
| 5Y Return (annualized) | +11.93% | - |
| Volatility (annualized) | 11.5%Best | 14.3% |
| Max Drawdown | -8.9%Best | -9.3% |
| $10,000 over 1.5 years | $13,173Best | $12,209 |
| Top 10 Weight | 38.8%Best | 40.1% |
| Fund Family | iShares by BlackRock (US) | Russell Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | May 13, 2025 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: May 14, 2025 to Nov 11, 2026 (1.5 years).
IVV vs RIFR 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 1.5 years both funds cover.
IVV vs RIFR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Russell Investments Global Infrastructure ETF (RIFR) is an ETF from Russell Investments. Over the past year IVV returned +12.53% while RIFR returned +12.61%. Year to date, IVV is up 12.12% versus a gain of 13.23% for RIFR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RIFR has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 11.5% 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 -8.9% for IVV and -9.3% for RIFR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.06. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while RIFR charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.87% for RIFR.
Holdings Overlap
1.7% of IVV's money is in holdings RIFR also owns. 37.8% of RIFR's money is in holdings IVV also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 505 positions we hold weights for in IVV and 56 in RIFR, against full books of 1,018 and 126.
What only one of them owns
Our book lists 4 positions for RIFR that do not appear in our book for IVV (3.0% of the fund), and 480 for IVV that do not appear in RIFR (97.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in RIFR | Difference |
|---|---|---|---|
| NEENextera Energy Inc | 0.25% | 5.25% | 5.00% |
| UNPUnion Pacific Corp | 0.26% | 5.23% | 4.97% |
| DUKDuke Energy Corp | 0.14% | 3.53% | 3.39% |
| SBACSba Communications Corp. | 0.03% | 3.02% | 2.99% |
| WMBWilliams Cos. Inc. | 0.13% | 2.65% | 2.52% |
| TRGPTarga Resources Corp Preferred | 0.09% | 2.53% | 2.44% |
| XELXcel Energy Inc. | 0.07% | 2.47% | 2.40% |
| SRESempra Common Stock | 0.08% | 2.27% | 2.19% |
| EVRGEvergy Inc. | 0.03% | 2.08% | 2.05% |
| NSCNorfolk Southern Corp | 0.11% | 1.38% | 1.27% |
37.8% of RIFR 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.
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Frequently Asked Questions
Which is cheaper, IVV or RIFR?
IVV has an expense ratio of 0.03% while RIFR charges 0.59%. IVV is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, IVV or RIFR?
Over the past year IVV returned +12.53% vs +12.61% for RIFR, so RIFR leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +20.17% vs +14.23% for RIFR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RIFR?
RIFR has been the more volatile fund at 14.3% annualized versus 11.5% for IVV. Worst drawdown: IVV -8.9% vs RIFR -9.3%.
Should I hold both IVV and RIFR?
IVV and RIFR have a monthly-return correlation of 0.06, 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 RIFR?
37.8% of RIFR's money is in holdings IVV also owns. 37.8% of RIFR's is in holdings IVV also owns. They hold 19 positions in common, counted across the 505 positions we hold weights for in IVV and 56 in RIFR.
Which pays a higher dividend, IVV or RIFR?
IVV yields 1.09% while RIFR yields 0.87%, so IVV currently pays the higher dividend yield.
Is RIFR better than IVV?
IVV has a lower expense ratio. IVV led over the full window, RIFR over 1Y. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 40.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.