IVV vs RSHO

IVV vs RSHO
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Quick Verdict

IVV has a lower expense ratio. RSHO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: RSHOMore Diversified: IVV

Side-by-Side Comparison

MetricIVVRSHOWinner
Expense Ratio0.03%0.75%
AUM$907.0B$302M
Dividend Yield1.10%0.23%
Holdings50825
YTD Return+12.71%+36.08%
1Y Return+21.89%+64.57%
3Y Return (annualized)+22.08%+30.68%
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%22.6%
Max Drawdown-56.5%-27.3%
Fund FamilyiShares by BlackRock (US)Tema Global Limited
CategoryEquityEquity
InceptionMay 15, 2000May 11, 2023

IVV vs RSHO Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tema American Reshoring ETF (RSHO) is a ETF from Tema Global Limited. Over the past year IVV returned +21.89% while RSHO returned +64.57%. Year to date, IVV is up 12.71% versus a gain of 36.08% for RSHO.

Over three years, IVV compounded at +22.08% per year against +30.68% for RSHO. Across the full 3-year window we track, RSHO has the edge at +34.33% annualized vs +7.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSHO has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -27.3% for RSHO. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while RSHO charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.23% for RSHO.

Holdings Overlap

1.6%overlap

IVV and RSHO share 8 holdings out of 521 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in RSHODifference
CAT0.63%6.79%6.16%
LIN0.36%4.87%4.51%
ROK0.08%3.75%3.67%
PHProProPro
IRProProPro
HONProProPro
CRH:IEProProPro
WMBProProPro
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Frequently Asked Questions

Which is cheaper, IVV or RSHO?

IVV has an expense ratio of 0.03% while RSHO charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, IVV or RSHO?

Over the past year IVV returned +21.89% vs +64.57% for RSHO, so RSHO leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.00% vs +34.33% for RSHO. Past performance does not guarantee future results.

Which is riskier, IVV or RSHO?

RSHO has been the more volatile fund at 22.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSHO -27.3%.

Should I hold both IVV and RSHO?

IVV and RSHO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and RSHO?

IVV and RSHO share 8 common holdings with a 1.6% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, IVV or RSHO?

IVV yields 1.10% while RSHO yields 0.23%, so IVV currently pays the higher dividend yield.

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