IVV vs RSSX
iShares Core S&P 500 ETF vs Return Stacked US Stocks & Gold/Bitcoin 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 | RSSX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.67% | |
| AUM | $865.2B | $61M | |
| Dividend Yield | 1.09% | 1.08% | |
| Holdings | 508 | 7 | |
| YTD Return | +13.80% | +0.20% | |
| 1Y Return | +23.70% | +15.86% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 28.4% | |
| Max Drawdown | -56.5% | -27.4% | |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 29, 2025 |
IVV vs RSSX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Return Stacked US Stocks & Gold/Bitcoin ETF (RSSX) is a ETF from Return Stacked ETF. Over the past year IVV returned +23.70% while RSSX returned +15.86%. Year to date, IVV is up 13.80% versus a gain of 0.20% for RSSX.
Risk: Volatility and Drawdowns
RSSX has been the more volatile fund, with annualized monthly volatility of 28.4% 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 -27.4% for RSSX. 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSSX charges 0.67%. On a $10,000 position that is $3 vs $67 annually, a gap of $64 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.08% for RSSX.
Holdings Overlap
IVV and RSSX share 0 holdings out of 508 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 RSSX?
IVV has an expense ratio of 0.03% while RSSX charges 0.67%. IVV is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, IVV or RSSX?
Over the past year IVV returned +23.70% vs +15.86% for RSSX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.05% vs +24.43% for RSSX. Past performance does not guarantee future results.
Which is riskier, IVV or RSSX?
RSSX has been the more volatile fund at 28.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSSX -27.4%.
Should I hold both IVV and RSSX?
IVV and RSSX have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSSX?
IVV and RSSX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or RSSX?
IVV yields 1.09% while RSSX yields 1.08%, so IVV currently pays the higher dividend yield.
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