IVV vs RVRB

IVV vs RVRB
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVRVRBWinner
Expense Ratio0.03%0.30%
AUM$907.0B$5M
Dividend Yield1.10%0.86%
Holdings508499
YTD Return+12.28%-5.46%
1Y Return+20.94%+14.03%
3Y Return (annualized)+21.81%+19.00%
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%12.9%
Max Drawdown-56.5%-19.1%
Fund FamilyiShares by BlackRock (US)Reverb ETF
CategoryEquityEquity
InceptionMay 15, 2000Nov 3, 2022

IVV vs RVRB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Reverb ETF (RVRB) is a ETF from Reverb ETF. Over the past year IVV returned +20.94% while RVRB returned +14.03%. Year to date, IVV is up 12.28% versus a loss of 5.46% for RVRB.

Over three years, IVV compounded at +21.81% per year against +19.00% for RVRB. Across the full 3-year window we track, RVRB has the edge at +17.33% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.9% for RVRB. 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 -19.1% for RVRB. 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IVV charges 0.03% per year while RVRB charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.86% for RVRB.

Holdings Overlap

81.8%overlap

IVV and RVRB share 404 holdings out of 594 unique holdings combined, representing a 81.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IVVWeight in RVRBDifference
NVDA7.76%6.78%0.98%
AAPL7.44%5.40%2.04%
MSFT4.57%5.92%1.35%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
BRK.BProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, IVV or RVRB?

IVV has an expense ratio of 0.03% while RVRB charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, IVV or RVRB?

Over the past year IVV returned +20.94% vs +14.03% for RVRB, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.98% vs +17.33% for RVRB. Past performance does not guarantee future results.

Which is riskier, IVV or RVRB?

IVV has been the more volatile fund at 15.1% annualized versus 12.9% for RVRB. Worst drawdown: IVV -56.5% vs RVRB -19.1%.

Should I hold both IVV and RVRB?

IVV and RVRB have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between IVV and RVRB?

IVV and RVRB share 404 common holdings with a 81.8% weight overlap. Combined, they hold 594 unique securities.

Which pays a higher dividend, IVV or RVRB?

IVV yields 1.10% while RVRB yields 0.86%, so IVV currently pays the higher dividend yield.

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