IVV vs RSSY
iShares Core S&P 500 ETF vs Return Stacked US Stocks & Futures Yield ETF
Quick Verdict
IVV has a lower expense ratio. RSSY delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | RSSY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $865.2B | $93M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 29 | |
| YTD Return | +13.80% | +32.87% | |
| 1Y Return | +23.70% | +35.91% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 16.9% | |
| Max Drawdown | -56.5% | -29.6% | |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 28, 2024 |
IVV vs RSSY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Return Stacked US Stocks & Futures Yield ETF (RSSY) is a ETF from Return Stacked ETF. Over the past year IVV returned +23.70% while RSSY returned +35.91%. Year to date, IVV is up 13.80% versus a gain of 32.87% for RSSY.
Risk: Volatility and Drawdowns
RSSY has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -29.6% for RSSY. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while RSSY 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 0.00% for RSSY.
Holdings Overlap
IVV and RSSY 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 RSSY?
IVV has an expense ratio of 0.03% while RSSY 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 RSSY?
Over the past year IVV returned +23.70% vs +35.91% for RSSY, so RSSY leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs +11.79% for RSSY. Past performance does not guarantee future results.
Which is riskier, IVV or RSSY?
RSSY has been the more volatile fund at 16.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSSY -29.6%.
Should I hold both IVV and RSSY?
IVV and RSSY have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSSY?
IVV and RSSY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or RSSY?
IVV yields 1.09% while RSSY yields 0.00%, so IVV currently pays the higher dividend yield.
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