IVV vs RSDE
iShares Core S&P 500 ETF vs FT Vest US Equity Equal Weight Buffer ETF - December
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | RSDE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $865.2B | $32M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.43% | +9.18% | |
| 1Y Return | +22.61% | +14.40% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 6.1% | |
| Max Drawdown | -56.5% | -10.8% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 20, 2024 |
IVV vs RSDE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and FT Vest US Equity Equal Weight Buffer ETF - December (RSDE) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +22.61% while RSDE returned +14.40%. Year to date, IVV is up 13.43% versus a gain of 9.18% for RSDE.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.1% for RSDE. 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 -10.8% for RSDE. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSDE charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for RSDE.
Holdings Overlap
IVV and RSDE share 0 holdings out of 506 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 RSDE?
IVV has an expense ratio of 0.03% while RSDE charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or RSDE?
Over the past year IVV returned +22.61% vs +14.40% for RSDE, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +11.34% for RSDE. Past performance does not guarantee future results.
Which is riskier, IVV or RSDE?
IVV has been the more volatile fund at 15.1% annualized versus 6.1% for RSDE. Worst drawdown: IVV -56.5% vs RSDE -10.8%.
Should I hold both IVV and RSDE?
IVV and RSDE have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSDE?
IVV and RSDE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or RSDE?
IVV yields 1.09% while RSDE yields 0.00%, so IVV currently pays the higher dividend yield.
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