IVV vs RSSX
iShares Core S&P 500 ETF vs Return Stacked US Stocks & Gold/Bitcoin ETF
Which is better, IVV or RSSX?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y, RSSX over the full window.
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 | RSSX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.67% |
| AUM | $876.4B | $74M |
| Dividend Yield | 1.06% | 1.05% |
| Holdings | 508 | 7 |
| YTD Return | +12.27%Best | +4.50% |
| 1Y Return | +17.04%Best | +11.51% |
| 3Y Return (annualized) | +21.24% | - |
| 5Y Return (annualized) | +13.08% | - |
| Volatility (annualized) | 12.0%Best | 30.6% |
| Max Drawdown | -8.9%Best | -27.4% |
| $10,000 over 1.3 years | $13,135 | $13,520Best |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | May 29, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 30, 2025 to Sep 17, 2026 (1.3 years).
IVV vs RSSX 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 1.3 years both funds cover.
IVV vs RSSX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Return Stacked US Stocks & Gold/Bitcoin ETF (RSSX) is an ETF from Return Stacked ETF. Over the past year IVV returned +17.04% while RSSX returned +11.51%. Year to date, IVV is up 12.27% versus a gain of 4.50% for RSSX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSSX has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.0% 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 -8.9% for IVV and -27.4% for RSSX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. 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 1.06% against 1.05% for RSSX.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 3 in RSSX, totalling 99.3% and 88.5% 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 490 positions we hold weights for in IVV and 3 in RSSX, against full books of 508 and 7.
You are not choosing between two funds in isolation.
Whichever of IVV and RSSX 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 RSSX?
IVV has an expense ratio of 0.03% while RSSX charges 0.67%. IVV is the cheaper option, by $64 a year on a $10,000 investment.
Which performed better, IVV or RSSX?
Over the past year IVV returned +17.04% vs +11.51% for RSSX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +23.34% vs +26.11% for RSSX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RSSX?
RSSX has been the more volatile fund at 30.6% annualized versus 12.0% for IVV. Worst drawdown: IVV -8.9% vs RSSX -27.4%.
Should I hold both IVV and RSSX?
IVV and RSSX have a monthly-return correlation of 0.73, 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 RSSX?
IVV yields 1.06% while RSSX yields 1.05%, so IVV currently pays the higher dividend yield.
Is RSSX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, RSSX over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.