IVV vs RNIN
iShares Core S&P 500 ETF vs Bushido Capital US SMID Cap Equity ETF
Quick Verdict
IVV has a lower expense ratio. RNIN delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RNIN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.68% | |
| AUM | $907.0B | $199M | |
| Dividend Yield | 1.10% | 0.80% | |
| Holdings | 508 | 82 | |
| YTD Return | +13.22% | +36.27% | |
| 1Y Return | +21.62% | +43.43% | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | 11.5% | |
| Max Drawdown | -56.5% | -5.7% | |
| Fund Family | iShares by BlackRock (US) | Bushido Capital | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 14, 2025 |
IVV vs RNIN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Bushido Capital US SMID Cap Equity ETF (RNIN) is a ETF from Bushido Capital. Over the past year IVV returned +21.62% while RNIN returned +43.43%. Year to date, IVV is up 13.22% versus a gain of 36.27% for RNIN.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.5% for RNIN. 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 -5.7% for RNIN. 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while RNIN charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.80% for RNIN.
Holdings Overlap
IVV and RNIN share 15 holdings out of 571 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RNIN?
IVV has an expense ratio of 0.03% while RNIN charges 0.68%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, IVV or RNIN?
Over the past year IVV returned +21.62% vs +43.43% for RNIN, so RNIN leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.02% vs +38.90% for RNIN. Past performance does not guarantee future results.
Which is riskier, IVV or RNIN?
IVV has been the more volatile fund at 15.1% annualized versus 11.5% for RNIN. Worst drawdown: IVV -56.5% vs RNIN -5.7%.
Should I hold both IVV and RNIN?
IVV and RNIN have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RNIN?
IVV and RNIN share 15 common holdings with a 0.5% weight overlap. Combined, they hold 571 unique securities.
Which pays a higher dividend, IVV or RNIN?
IVV yields 1.10% while RNIN yields 0.80%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.