IVV vs RJCA
iShares Core S&P 500 ETF vs RJ ClariVest Capital Appreciation ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RJCA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.61% | |
| AUM | $886.7B | $597M | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 71 | |
| YTD Return | +12.92% | +2.13% | |
| 1Y Return | +21.22% | - | |
| 3Y Return (annualized) | +20.95% | - | |
| 5Y Return (annualized) | +12.76% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -3.4% | |
| Fund Family | iShares by BlackRock (US) | Carillon Family of Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 21, 2006 |
IVV vs RJCA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and RJ ClariVest Capital Appreciation ETF (RJCA) is a ETF from Carillon Family of Funds. Year to date, IVV is up 12.92% versus a gain of 2.13% for RJCA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.4% for RJCA. 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 RJCA charges 0.61%. On a $10,000 position that is $3 vs $61 annually, a gap of $58 per year that compounds over a long holding period.
Holdings Overlap
IVV and RJCA share 51 holdings out of 525 unique holdings combined, representing a 49.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RJCA?
IVV has an expense ratio of 0.03% while RJCA charges 0.61%. IVV is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
What is the holdings overlap between IVV and RJCA?
IVV and RJCA share 51 common holdings with a 49.3% weight overlap. Combined, they hold 525 unique securities.
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