IVV vs RSEE
iShares Core S&P 500 ETF vs Rareview Systematic Equity ETF
Quick Verdict
IVV has a lower expense ratio. RSEE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RSEE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 2.71% | |
| AUM | $907.0B | $75M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 7 | |
| YTD Return | +12.71% | +14.41% | |
| 1Y Return | +21.89% | +26.41% | |
| 3Y Return (annualized) | +22.08% | +18.69% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 15.4% | |
| Max Drawdown | -56.5% | -21.7% | |
| Fund Family | iShares by BlackRock (US) | Rareview Capital | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 20, 2022 |
IVV vs RSEE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Rareview Systematic Equity ETF (RSEE) is a ETF from Rareview Capital. Over the past year IVV returned +21.89% while RSEE returned +26.41%. Year to date, IVV is up 12.71% versus a gain of 14.41% for RSEE.
Over three years, IVV compounded at +22.08% per year against +18.69% for RSEE. Across the full 5-year window we track, RSEE has the edge at +13.35% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSEE has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.1% for IVV. 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 -21.7% for RSEE. 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSEE charges 2.71%. On a $10,000 position that is $3 vs $271 annually, a gap of $268 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for RSEE.
Holdings Overlap
IVV and RSEE share 0 holdings out of 511 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 RSEE?
IVV has an expense ratio of 0.03% while RSEE charges 2.71%. IVV is the cheaper option. On a $10,000 investment, that is $268 per year of difference.
Which performed better, IVV or RSEE?
Over the past year IVV returned +21.89% vs +26.41% for RSEE, so RSEE leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.00% vs +13.35% for RSEE. Past performance does not guarantee future results.
Which is riskier, IVV or RSEE?
RSEE has been the more volatile fund at 15.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSEE -21.7%.
Should I hold both IVV and RSEE?
IVV and RSEE have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSEE?
IVV and RSEE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or RSEE?
IVV yields 1.10% while RSEE yields 0.00%, so IVV currently pays the higher dividend yield.
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