IVV vs RODM
iShares Core S&P 500 ETF vs Hartford Multifactor Developed Markets (ex-US) ETF
Quick Verdict
IVV has a lower expense ratio. RODM delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | RODM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $865.2B | $1.6B | |
| Dividend Yield | 1.09% | 2.88% | |
| Holdings | 508 | 340 | |
| YTD Return | +13.72% | +15.01% | |
| 1Y Return | +21.64% | +24.44% | |
| 3Y Return (annualized) | +21.55% | +20.46% | |
| 5Y Return (annualized) | +13.27% | +9.82% | |
| Volatility (annualized) | 15.1% | 13.7% | |
| Max Drawdown | -56.5% | -38.3% | |
| Fund Family | iShares by BlackRock (US) | Hartford Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 25, 2015 |
IVV vs RODM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is a ETF from Hartford Funds. Over the past year IVV returned +21.64% while RODM returned +24.44%. Year to date, IVV is up 13.72% versus a gain of 15.01% for RODM.
Over three years, IVV compounded at +21.55% per year against +20.46% for RODM; over five years the annualized figures are +13.27% and +9.82% respectively. Across the full 12-year window we track, IVV has the edge at +7.04% annualized vs +6.52%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.7% for RODM. 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 -38.3% for RODM. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RODM 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 1.09% against 2.88% for RODM.
Holdings Overlap
IVV and RODM share 0 holdings out of 840 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RODM?
IVV has an expense ratio of 0.03% while RODM charges 0.29%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, IVV or RODM?
Over the past year IVV returned +21.64% vs +24.44% for RODM, so RODM leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +7.04% vs +6.52% for RODM. Past performance does not guarantee future results.
Which is riskier, IVV or RODM?
IVV has been the more volatile fund at 15.1% annualized versus 13.7% for RODM. Worst drawdown: IVV -56.5% vs RODM -38.3%.
Should I hold both IVV and RODM?
IVV and RODM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RODM?
IVV and RODM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 840 unique securities.
Which pays a higher dividend, IVV or RODM?
IVV yields 1.09% while RODM yields 2.88%, so RODM currently pays the higher dividend yield.
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