IVV vs RSPR
iShares Core S&P 500 ETF vs Invesco S&P 500 Equal Weight Real Estate ETF
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 | RSPR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.40% | |
| AUM | $907.0B | $100M | |
| Dividend Yield | 1.10% | 1.63% | |
| Holdings | 508 | 33 | |
| YTD Return | +12.96% | +9.67% | |
| 1Y Return | +20.70% | +7.25% | |
| 3Y Return (annualized) | +22.10% | +7.05% | |
| 5Y Return (annualized) | +13.40% | +0.52% | |
| Volatility (annualized) | 15.1% | 18.1% | |
| Max Drawdown | -56.5% | -43.2% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 12, 2015 |
IVV vs RSPR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is a ETF from Invesco (US). Over the past year IVV returned +20.70% while RSPR returned +7.25%. Year to date, IVV is up 12.96% versus a gain of 9.67% for RSPR.
Over three years, IVV compounded at +22.10% per year against +7.05% for RSPR; over five years the annualized figures are +13.40% and +0.52% respectively. Across the full 11-year window we track, IVV has the edge at +7.01% annualized vs +4.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSPR has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -43.2% for RSPR. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSPR charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.63% for RSPR.
Holdings Overlap
IVV and RSPR share 31 holdings out of 505 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RSPR?
IVV has an expense ratio of 0.03% while RSPR charges 0.40%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, IVV or RSPR?
Over the past year IVV returned +20.70% vs +7.25% for RSPR, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +7.01% vs +4.01% for RSPR. Past performance does not guarantee future results.
Which is riskier, IVV or RSPR?
RSPR has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSPR -43.2%.
Should I hold both IVV and RSPR?
IVV and RSPR have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSPR?
IVV and RSPR share 31 common holdings with a 1.9% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, IVV or RSPR?
IVV yields 1.10% while RSPR yields 1.63%, so RSPR currently pays the higher dividend yield.
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