IVV vs RSST
iShares Core S&P 500 ETF vs Return Stacked US Stocks & Managed Futures ETF
Which is better, IVV or RSST?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 3Y and the full window, RSST over 1Y.
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 | RSST |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.99% |
| AUM | $882.6B | $574M |
| Dividend Yield | 1.06% | 0.24% |
| Holdings | 508 | 36 |
| YTD Return | +12.76% | +23.82%Best |
| 1Y Return | +15.57% | +31.80%Best |
| 3Y Return (annualized) | +22.95%Best | +21.33% |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.3%Best | 17.2% |
| Max Drawdown | -18.8%Best | -30.8% |
| $10,000 over 3.1 years | $17,969Best | $17,712 |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Sep 6, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 6, 2023 to Oct 1, 2026 (3.1 years).
IVV vs RSST 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 3.1 years both funds cover.
IVV vs RSST Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Return Stacked US Stocks & Managed Futures ETF (RSST) is an ETF from Return Stacked ETF. Over the past year IVV returned +15.57% while RSST returned +31.80%. Year to date, IVV is up 12.76% versus a gain of 23.82% for RSST.
Over three years, IVV compounded at +22.95% per year against +21.33% for RSST.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSST has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 12.3% 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 -30.8% for RSST. 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 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 1.06% against 0.24% for RSST.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 2 in RSST, totalling 99.9% and 88.6% 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 2 in RSST, against full books of 508 and 36.
You are not choosing between two funds in isolation.
Whichever of IVV and RSST you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $96 a year on a $10,000 investment.
Which performed better, IVV or RSST?
Over the past year IVV returned +15.57% vs +31.80% for RSST, so RSST leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RSST?
RSST has been the more volatile fund at 17.2% annualized versus 12.3% for IVV. Worst drawdown: IVV -18.8% vs RSST -30.8%.
Should I hold both IVV and RSST?
IVV and RSST 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 RSST?
IVV yields 1.06% while RSST yields 0.24%, so IVV currently pays the higher dividend yield.
Is RSST better than IVV?
IVV has a lower expense ratio. IVV led over 3Y and the full window, RSST over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.