IVV vs RITA
iShares Core S&P 500 ETF vs ETFB Green SRI REITs 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 | RITA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $865.2B | $10M | |
| Dividend Yield | 1.09% | 2.40% | |
| Holdings | 508 | 44 | |
| YTD Return | +13.43% | +11.08% | |
| 1Y Return | +22.61% | +15.00% | |
| 3Y Return (annualized) | +21.47% | +6.87% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 18.1% | |
| Max Drawdown | -56.5% | -35.9% | |
| Fund Family | iShares by BlackRock (US) | Rita ETF | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 8, 2021 |
IVV vs RITA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ETFB Green SRI REITs ETF (RITA) is a ETF from Rita ETF. Over the past year IVV returned +22.61% while RITA returned +15.00%. Year to date, IVV is up 13.43% versus a gain of 11.08% for RITA.
Over three years, IVV compounded at +21.47% per year against +6.87% for RITA. Across the full 5-year window we track, IVV has the edge at +7.03% annualized vs -1.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RITA 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 -35.9% for RITA. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RITA charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.40% for RITA.
Holdings Overlap
IVV and RITA share 12 holdings out of 536 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RITA?
IVV has an expense ratio of 0.03% while RITA charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or RITA?
Over the past year IVV returned +22.61% vs +15.00% for RITA, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.03% vs -1.01% for RITA. Past performance does not guarantee future results.
Which is riskier, IVV or RITA?
RITA has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RITA -35.9%.
Should I hold both IVV and RITA?
IVV and RITA have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RITA?
IVV and RITA share 12 common holdings with a 1.4% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, IVV or RITA?
IVV yields 1.09% while RITA yields 2.40%, so RITA currently pays the higher dividend yield.
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