IVV vs RSP

IVV vs RSP

Which is better, IVV or RSP?

Nearly the same fund. IVV costs less.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. RSP is less concentrated, with 3.2% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: RSP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVRSP
Expense Ratio0.03%Best0.20%
AUM$876.4B$99.6B
Dividend Yield1.06%1.46%
Holdings508511
YTD Return+13.32%Best+10.46%
1Y Return+17.08%Best+13.34%
3Y Return (annualized)+22.72%Best+15.49%
5Y Return (annualized)+13.20%Best+8.23%
Volatility (annualized)14.5%Best16.5%
Max Drawdown-56.5%Best-60.9%
$10,000 over 5 years$18,588Best$14,850
Top 10 Weight37.8%3.2%Best
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Apr 24, 2003

Volatility and max drawdown are measured over the window both funds cover: Apr 30, 2003 to Sep 23, 2026 (23.4 years).

IVV vs RSP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 23.4 years both funds cover.

IVV vs RSP Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US). Over the past year IVV returned +17.08% while RSP returned +13.34%. Year to date, IVV is up 13.32% versus a gain of 10.46% for RSP.

Over three years, IVV compounded at +22.72% per year against +15.49% for RSP; over five years the annualized figures are +13.20% and +8.23% respectively. Across the full 23-year window we track, IVV has the edge at +9.88% annualized vs +9.85%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSP has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.5% 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 -60.9% for RSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. 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 RSP charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.46% for RSP.

Holdings Overlap

IVV already in RSP97.0%
RSP already in IVV94.7%

97.0% of IVV's money is in holdings RSP also owns. 94.7% of RSP's money is in holdings IVV also owns.

Most of IVV is already inside RSP. Owning both mostly buys the same companies twice.

477 positions in common, counted across the 490 positions we hold weights for in IVV and 502 in RSP, against full books of 508 and 511.

What only one of them owns

Our book lists 21 positions for RSP that do not appear in our book for IVV (4.0% of the fund), and 7 for IVV that do not appear in RSP (1.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in RSPDifference
NVDANvidia Corp8.07%0.21%7.86%
AAPLApple, Inc7.02%0.20%6.82%
MSFTMicrosoft Corp5.69%0.24%5.45%
AMZNAmazon.Com Inc3.84%0.21%3.63%
GOOGLAlphabet Inc,class A3.00%0.10%2.90%
AVGOBroadcom Inc2.65%0.19%2.46%
GOOGAlphabet Inc2.39%0.08%2.31%
METAMeta Platforms Inc1.90%0.19%1.71%
MUMicron Technology, Inc.1.63%0.20%1.43%
TSLATesla Inc1.56%0.18%1.38%

97.0% of IVV is already inside RSP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVRSP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or RSP?

IVV has an expense ratio of 0.03% while RSP charges 0.20%. IVV is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, IVV or RSP?

Over the past year IVV returned +17.08% vs +13.34% for RSP, so IVV leads on 1-year performance. Over the longest common window we track (23 years), IVV annualized +9.88% vs +9.85% for RSP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or RSP?

RSP has been the more volatile fund at 16.5% annualized versus 14.5% for IVV. Worst drawdown: IVV -56.5% vs RSP -60.9%.

Should I hold both IVV and RSP?

IVV and RSP have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IVV and RSP?

97.0% of IVV's money is in holdings RSP also owns. 94.7% of RSP's is in holdings IVV also owns. They hold 477 positions in common, counted across the 490 positions we hold weights for in IVV and 502 in RSP.

Which pays a higher dividend, IVV or RSP?

IVV yields 1.06% while RSP yields 1.46%, so RSP currently pays the higher dividend yield.

Is RSP better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. RSP is less concentrated, with 3.2% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.