IVV vs RSJN
iShares Core S&P 500 ETF vs FT Vest US Equity Equal Weight Buffer ETF - June
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RSJN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $86M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +12.71% | +11.15% | |
| 1Y Return | +21.89% | +15.09% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 7.2% | |
| Max Drawdown | -56.5% | -12.4% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 21, 2024 |
IVV vs RSJN 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 - June (RSJN) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +21.89% while RSJN returned +15.09%. Year to date, IVV is up 12.71% versus a gain of 11.15% for RSJN.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.2% for RSJN. 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 -12.4% for RSJN. 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 RSJN 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 1.10% against 0.00% for RSJN.
Holdings Overlap
IVV and RSJN 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 RSJN?
IVV has an expense ratio of 0.03% while RSJN 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 RSJN?
Over the past year IVV returned +21.89% vs +15.09% for RSJN, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +11.47% for RSJN. Past performance does not guarantee future results.
Which is riskier, IVV or RSJN?
IVV has been the more volatile fund at 15.1% annualized versus 7.2% for RSJN. Worst drawdown: IVV -56.5% vs RSJN -12.4%.
Should I hold both IVV and RSJN?
IVV and RSJN 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 RSJN?
IVV and RSJN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or RSJN?
IVV yields 1.10% while RSJN yields 0.00%, so IVV currently pays the higher dividend yield.
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