IVV vs RSPR
iShares Core S&P 500 ETF vs Invesco S&P 500 Equal Weight Real Estate ETF
Which is better, IVV or RSPR?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. RSPR is less concentrated, with 35.8% of the fund in its ten largest positions against 38.1%.
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
| Metric | IVV | RSPR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.40% |
| AUM | $882.6B | $83M |
| Dividend Yield | 1.06% | 2.89% |
| Holdings | 508 | 66 |
| YTD Return | +12.76%Best | +0.80% |
| 1Y Return | +15.57%Best | -4.32% |
| 3Y Return (annualized) | +22.95%Best | +6.49% |
| 5Y Return (annualized) | +13.54%Best | -1.18% |
| Volatility (annualized) | 15.1%Best | 18.1% |
| Max Drawdown | -33.9%Best | -43.2% |
| $10,000 over 5 years | $18,869Best | $9,424 |
| Top 10 Weight | 38.1% | 35.8%Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Aug 12, 2015 |
Volatility and max drawdown are measured over the window both funds cover: Aug 14, 2015 to Oct 1, 2026 (11.1 years).
IVV vs RSPR 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 11.1 years both funds cover.
IVV vs RSPR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is an ETF from Invesco (US). Over the past year IVV returned +15.57% while RSPR returned -4.32%. Year to date, IVV is up 12.76% versus a gain of 0.80% for RSPR.
Over three years, IVV compounded at +22.95% per year against +6.49% for RSPR; over five years the annualized figures are +13.54% and -1.18% respectively. Across the full 11-year window we track, IVV has the edge at +13.12% annualized vs +3.18%.
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 -33.9% for IVV and -43.2% for RSPR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.06% against 2.89% for RSPR.
Holdings Overlap
1.8% of IVV's money is in holdings RSPR also owns. 100.0% of RSPR's money is in holdings IVV also owns.
Most of RSPR is already inside IVV. Owning both mostly buys the same companies twice.
30 positions in common, counted across the 505 positions we hold weights for in IVV and 30 in RSPR, against full books of 508 and 66.
What only one of them owns
Our book lists 0 positions for RSPR that do not appear in our book for IVV (0.0% of the fund), and 467 for IVV that do not appear in RSPR (97.5%).
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
| Stock | Weight in IVV | Weight in RSPR | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 0.25% | 3.92% | 3.67% |
| VTRVentas Inc . | 0.07% | 3.75% | 3.68% |
| DLRDigital Realty Trust Inc. | 0.10% | 3.67% | 3.57% |
| CBRECBRE group | 0.06% | 3.69% | 3.63% |
| EQIXEquinix Inc. Real Estate Investment Trust | 0.15% | 3.53% | 3.38% |
| SPGSimon Property Group Inc | 0.10% | 3.42% | 3.32% |
| DOCHealthpeak Properties Inc | 0.02% | 3.49% | 3.47% |
| EQRVivmark Residential | 0.07% | 3.41% | 3.34% |
| BXPBoston Properties Inc | 0.01% | 3.47% | 3.46% |
| PLDPrologis Inc | 0.19% | 3.27% | 3.08% |
100.0% of RSPR is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $37 a year on a $10,000 investment.
Which performed better, IVV or RSPR?
Over the past year IVV returned +15.57% vs -4.32% for RSPR, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +13.12% vs +3.18% for RSPR. Past performance does not guarantee future results. This is information, not a recommendation.
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 -33.9% vs RSPR -43.2%.
Should I hold both IVV and RSPR?
IVV and RSPR have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and RSPR?
100.0% of RSPR's money is in holdings IVV also owns. 100.0% of RSPR's is in holdings IVV also owns. They hold 30 positions in common, counted across the 505 positions we hold weights for in IVV and 30 in RSPR.
Which pays a higher dividend, IVV or RSPR?
IVV yields 1.06% while RSPR yields 2.89%, so RSPR currently pays the higher dividend yield.
Is RSPR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. RSPR is less concentrated, with 35.8% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.