IVV vs RITA
iShares Core S&P 500 ETF vs ETFB Green SRI REITs ETF
Which is better, IVV or RITA?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 72.5%.
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 | RITA |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $7M |
| Dividend Yield | 1.06% | 2.38% |
| Holdings | 508 | 38 |
| YTD Return | +14.15%Best | +8.17% |
| 1Y Return | +17.31%Best | +8.87% |
| 3Y Return (annualized) | +23.17%Best | +7.79% |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 15.8%Best | 18.0% |
| Max Drawdown | -24.5%Best | -35.9% |
| $10,000 over 4.8 years | $17,820Best | $9,287 |
| Top 10 Weight | 37.8%Best | 72.5% |
| Fund Family | iShares by BlackRock (US) | Rita ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Dec 8, 2021 |
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 9, 2021 to Sep 21, 2026 (4.8 years).
IVV vs RITA 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 4.8 years both funds cover.
IVV vs RITA Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ETFB Green SRI REITs ETF (RITA) is an ETF from Rita ETF. Over the past year IVV returned +17.31% while RITA returned +8.87%. Year to date, IVV is up 14.15% versus a gain of 8.17% for RITA.
Over three years, IVV compounded at +23.17% per year against +7.79% for RITA.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RITA has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 15.8% 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 -24.5% for IVV and -35.9% for RITA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.06% against 2.38% for RITA.
Holdings Overlap
0.9% of IVV's money is in holdings RITA also owns. 66.3% of RITA's money is in holdings IVV also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 490 positions we hold weights for in IVV and 35 in RITA, against full books of 508 and 38.
What only one of them owns
Our book lists 13 positions for RITA that do not appear in our book for IVV (22.1% of the fund), and 472 for IVV that do not appear in RITA (97.8%).
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 RITA | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 0.25% | 15.01% | 14.76% |
| PLDPrologis Inc | 0.20% | 12.19% | 11.99% |
| SPGSimon Property Group Inc | 0.10% | 11.97% | 11.87% |
| EQRVivmark Residential | 0.07% | 8.64% | 8.57% |
| DLRDigital Realty Trust Inc. | 0.10% | 8.58% | 8.48% |
| VTRVentas Inc . | 0.07% | 3.93% | 3.86% |
| ESSEssex Property | 0.03% | 2.74% | 2.71% |
| INVHInvitation Homes Inc. Reit | 0.02% | 2.60% | 2.58% |
| CPTCamden Property Trust Common Stock | 0.02% | 0.43% | 0.41% |
| MAAMid-america Apartment | 0.02% | 0.19% | 0.17% |
66.3% of RITA 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.
Free for up to 10 holdings. No account needed.
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, by $47 a year on a $10,000 investment.
Which performed better, IVV or RITA?
Over the past year IVV returned +17.31% vs +8.87% for RITA, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RITA?
RITA has been the more volatile fund at 18.0% annualized versus 15.8% for IVV. Worst drawdown: IVV -24.5% vs RITA -35.9%.
Should I hold both IVV and RITA?
IVV and RITA have a monthly-return correlation of 0.77, 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 RITA?
66.3% of RITA's money is in holdings IVV also owns. 66.3% of RITA's is in holdings IVV also owns. They hold 10 positions in common, counted across the 490 positions we hold weights for in IVV and 35 in RITA.
Which pays a higher dividend, IVV or RITA?
IVV yields 1.06% while RITA yields 2.38%, so RITA currently pays the higher dividend yield.
Is RITA better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 72.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.