IVV vs RODE

IVV vs RODE

Which is better, IVV or RODE?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVRODE
Expense Ratio0.03%Best0.29%
AUM$876.4B$17M
Dividend Yield1.06%6.06%
Holdings508317
Volatility (annualized)16.4%15.4%Best
Max Drawdown-33.9%Best-36.7%
$10,000 over 8.1 years$26,642Best$14,395
Fund FamilyiShares by BlackRock (US)Hartford Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 15, 2000May 10, 2017

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 444 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 10, 2026 and RODE through Jun 23, 2025.

Volatility and max drawdown, and the $10,000 over 8.1 years row, are measured over the window both funds cover: May 11, 2017 to Jun 23, 2025 (8.1 years).

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.4% for RODE. 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 -33.9% for IVV and -36.7% for RODE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while RODE charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 6.06% for RODE.

You are not choosing between two funds in isolation.

Whichever of IVV and RODE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVRODE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or RODE?

IVV has an expense ratio of 0.03% while RODE charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.

Which is riskier, IVV or RODE?

IVV has been the more volatile fund at 16.4% annualized versus 15.4% for RODE. Worst drawdown: IVV -33.9% vs RODE -36.7%.

Should I hold both IVV and RODE?

IVV and RODE have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or RODE?

IVV yields 1.06% while RODE yields 6.06%, so RODE currently pays the higher dividend yield.

Is RODE better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.