IVV vs ROUS
iShares Core S&P 500 ETF vs Hartford Multifactor US Equity ETF
Quick Verdict
IVV has a lower expense ratio. ROUS delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | ROUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.19% | |
| AUM | $907.0B | $763M | |
| Dividend Yield | 1.10% | 1.33% | |
| Holdings | 508 | 325 | |
| YTD Return | +12.76% | +18.31% | |
| 1Y Return | +20.14% | +25.19% | |
| 3Y Return (annualized) | +21.69% | +19.88% | |
| 5Y Return (annualized) | +13.00% | +12.31% | |
| Volatility (annualized) | 15.1% | 14.6% | |
| Max Drawdown | -56.5% | -35.5% | |
| Fund Family | iShares by BlackRock (US) | Hartford Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 25, 2015 |
IVV vs ROUS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Hartford Multifactor US Equity ETF (ROUS) is a ETF from Hartford Funds. Over the past year IVV returned +20.14% while ROUS returned +25.19%. Year to date, IVV is up 12.76% versus a gain of 18.31% for ROUS.
Over three years, IVV compounded at +21.69% per year against +19.88% for ROUS; over five years the annualized figures are +13.00% and +12.31% respectively. Across the full 12-year window we track, ROUS has the edge at +10.01% annualized vs +6.99%. 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 14.6% for ROUS. 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 -35.5% for ROUS. 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while ROUS charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.33% for ROUS.
Holdings Overlap
IVV and ROUS share 230 holdings out of 597 unique holdings combined, representing a 31.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or ROUS?
IVV has an expense ratio of 0.03% while ROUS charges 0.19%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, IVV or ROUS?
Over the past year IVV returned +20.14% vs +25.19% for ROUS, so ROUS leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +6.99% vs +10.01% for ROUS. Past performance does not guarantee future results.
Which is riskier, IVV or ROUS?
IVV has been the more volatile fund at 15.1% annualized versus 14.6% for ROUS. Worst drawdown: IVV -56.5% vs ROUS -35.5%.
Should I hold both IVV and ROUS?
IVV and ROUS have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and ROUS?
IVV and ROUS share 230 common holdings with a 31.9% weight overlap. Combined, they hold 597 unique securities.
Which pays a higher dividend, IVV or ROUS?
IVV yields 1.10% while ROUS yields 1.33%, so ROUS currently pays the higher dividend yield.
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