IVV vs RSPS
iShares Core S&P 500 ETF vs Invesco S&P 500 Equal Weight Consumer Staples ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | RSPS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.40% | |
| AUM | $865.2B | $250M | |
| Dividend Yield | 1.09% | 2.97% | |
| Holdings | 508 | 38 | |
| YTD Return | +13.43% | +7.69% | |
| 1Y Return | +22.61% | +3.08% | |
| 3Y Return (annualized) | +21.47% | +0.02% | |
| 5Y Return (annualized) | +13.26% | +1.72% | |
| Volatility (annualized) | 15.1% | 13.0% | |
| Max Drawdown | -56.5% | -37.5% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 1, 2006 |
IVV vs RSPS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) is a ETF from Invesco (US). Over the past year IVV returned +22.61% while RSPS returned +3.08%. Year to date, IVV is up 13.43% versus a gain of 7.69% for RSPS.
Over three years, IVV compounded at +21.47% per year against +0.02% for RSPS; over five years the annualized figures are +13.26% and +1.72% respectively. Across the full 20-year window we track, IVV has the edge at +7.03% annualized vs +6.84%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for RSPS. 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 -37.5% for RSPS. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSPS 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 1.09% against 2.97% for RSPS.
Holdings Overlap
IVV and RSPS share 34 holdings out of 506 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RSPS?
IVV has an expense ratio of 0.03% while RSPS 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 RSPS?
Over the past year IVV returned +22.61% vs +3.08% for RSPS, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +7.03% vs +6.84% for RSPS. Past performance does not guarantee future results.
Which is riskier, IVV or RSPS?
IVV has been the more volatile fund at 15.1% annualized versus 13.0% for RSPS. Worst drawdown: IVV -56.5% vs RSPS -37.5%.
Should I hold both IVV and RSPS?
IVV and RSPS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSPS?
IVV and RSPS share 34 common holdings with a 4.6% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or RSPS?
IVV yields 1.09% while RSPS yields 2.97%, so RSPS currently pays the higher dividend yield.
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