IVV vs RSSL

IVV vs RSSL

Which is better, IVV or RSSL?

Large Cap Blend against Small Cap Blend.

IVV has a lower expense ratio. IVV led over the full window, RSSL over 1Y.

Lower Fees: IVVHigher Returns: split

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

MetricIVVRSSL
Expense Ratio0.03%Best0.08%
AUM$876.4B$1.5B
Dividend Yield1.06%1.23%
Holdings5081,981
YTD Return+12.24%+17.45%Best
1Y Return+18.61%+24.05%Best
3Y Return (annualized)+20.98%-
5Y Return (annualized)+12.76%-
Volatility (annualized)11.9%Best18.1%
Max Drawdown-18.8%Best-28.2%
$10,000 over 2.3 years$14,762Best$14,559
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityEquity
StyleLarge Cap BlendSmall Cap Blend
InceptionMay 15, 2000Jun 4, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 5, 2024 to Sep 9, 2026 (2.3 years).

IVV vs RSSL 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 2.3 years both funds cover.

IVV vs RSSL Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X Russell 2000 ETF (RSSL) is an ETF from Global X by mirae Asset. Over the past year IVV returned +18.61% while RSSL returned +24.05%. Year to date, IVV is up 12.24% versus a gain of 17.45% for RSSL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSSL has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 11.9% 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 -18.8% for IVV and -28.2% for RSSL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while RSSL charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.23% for RSSL.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 1,559 in RSSL, totalling 100.0% and 90.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 505 positions we hold weights for in IVV and 1,559 in RSSL, against full books of 508 and 1,981.

You are not choosing between two funds in isolation.

Whichever of IVV and RSSL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVRSSL

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Frequently Asked Questions

Which is cheaper, IVV or RSSL?

IVV has an expense ratio of 0.03% while RSSL charges 0.08%. IVV is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, IVV or RSSL?

Over the past year IVV returned +18.61% vs +24.05% for RSSL, so RSSL leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.45% vs +17.74% for RSSL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or RSSL?

RSSL has been the more volatile fund at 18.1% annualized versus 11.9% for IVV. Worst drawdown: IVV -18.8% vs RSSL -28.2%.

Should I hold both IVV and RSSL?

IVV and RSSL have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or RSSL?

IVV yields 1.06% while RSSL yields 1.23%, so RSSL currently pays the higher dividend yield.

Is RSSL better than IVV?

IVV has a lower expense ratio. IVV led over the full window, RSSL over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.