IVV vs RISE

IVV vs RISE
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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

MetricIVVRISEWinner
Expense Ratio0.03%0.73%
AUM$907.0B$22M
Dividend Yield1.10%0.48%
Holdings50894
YTD Return+12.28%-2.75%
1Y Return+20.94%-
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-9.6%
Fund FamilyiShares by BlackRock (US)Pictet Asset Management Ltd. (US)
CategoryEquityEquity
InceptionMay 15, 2000Apr 22, 2026

IVV vs RISE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pictet Emerging Markets Rising Economies ETF (RISE) is a ETF from Pictet Asset Management Ltd. (US). Year to date, IVV is up 12.28% versus a loss of 2.75% for RISE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -9.6% for RISE. 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 RISE charges 0.73%. On a $10,000 position that is $3 vs $73 annually, a gap of $70 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.48% for RISE.

Holdings Overlap

0.0%overlap

IVV and RISE share 0 holdings out of 599 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 RISE?

IVV has an expense ratio of 0.03% while RISE charges 0.73%. IVV is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

What is the holdings overlap between IVV and RISE?

IVV and RISE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 599 unique securities.

Which pays a higher dividend, IVV or RISE?

IVV yields 1.10% while RISE yields 0.48%, so IVV currently pays the higher dividend yield.

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