IVV vs RYSE
iShares Core S&P 500 ETF vs Vest 10 Year Interest Rate Hedge 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 | RYSE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.94% | |
| AUM | $865.2B | $2M | |
| Dividend Yield | 1.09% | 1.97% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.43% | +2.28% | |
| 1Y Return | +22.61% | +2.19% | |
| 3Y Return (annualized) | +21.47% | +6.15% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 15.8% | |
| Max Drawdown | -56.5% | -19.9% | |
| Fund Family | iShares by BlackRock (US) | CBOE Vest | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 3, 2023 |
IVV vs RYSE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vest 10 Year Interest Rate Hedge ETF (RYSE) is a ETF from CBOE Vest. Over the past year IVV returned +22.61% while RYSE returned +2.19%. Year to date, IVV is up 13.43% versus a gain of 2.28% for RYSE.
Over three years, IVV compounded at +21.47% per year against +6.15% for RYSE. Across the full 3-year window we track, IVV has the edge at +7.03% annualized vs +6.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RYSE has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -19.9% for RYSE. 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 -0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while RYSE charges 0.94%. On a $10,000 position that is $3 vs $94 annually, a gap of $91 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.97% for RYSE.
Holdings Overlap
IVV and RYSE share 0 holdings out of 506 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 RYSE?
IVV has an expense ratio of 0.03% while RYSE charges 0.94%. IVV is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, IVV or RYSE?
Over the past year IVV returned +22.61% vs +2.19% for RYSE, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs +6.37% for RYSE. Past performance does not guarantee future results.
Which is riskier, IVV or RYSE?
RYSE has been the more volatile fund at 15.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RYSE -19.9%.
Should I hold both IVV and RYSE?
IVV and RYSE have a monthly-return correlation of -0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RYSE?
IVV and RYSE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or RYSE?
IVV yields 1.09% while RYSE yields 1.97%, so RYSE currently pays the higher dividend yield.
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