IVV vs RSST
iShares Core S&P 500 ETF vs Return Stacked US Stocks & Managed Futures ETF
Quick Verdict
IVV has a lower expense ratio. RSST delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RSST | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $865.2B | $482M | |
| Dividend Yield | 1.09% | 0.25% | |
| Holdings | 508 | 30 | |
| YTD Return | +14.50% | +18.83% | |
| 1Y Return | +22.02% | +40.41% | |
| 3Y Return (annualized) | +21.80% | +19.59% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 17.6% | |
| Max Drawdown | -56.5% | -30.8% | |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Sep 6, 2023 |
IVV vs RSST Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Return Stacked US Stocks & Managed Futures ETF (RSST) is a ETF from Return Stacked ETF. Over the past year IVV returned +22.02% while RSST returned +40.41%. Year to date, IVV is up 14.50% versus a gain of 18.83% for RSST.
Over three years, IVV compounded at +21.80% per year against +19.59% for RSST. Across the full 3-year window we track, RSST has the edge at +19.59% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSST has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -30.8% for RSST. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSST charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.25% for RSST.
Holdings Overlap
IVV and RSST share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or RSST?
IVV has an expense ratio of 0.03% while RSST charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, IVV or RSST?
Over the past year IVV returned +22.02% vs +40.41% for RSST, so RSST leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.07% vs +19.59% for RSST. Past performance does not guarantee future results.
Which is riskier, IVV or RSST?
RSST has been the more volatile fund at 17.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSST -30.8%.
Should I hold both IVV and RSST?
IVV and RSST have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSST?
IVV and RSST share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or RSST?
IVV yields 1.09% while RSST yields 0.25%, so IVV currently pays the higher dividend yield.
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