IVV vs RSBT
IVV vs RSBT
iShares Core S&P 500 ETF vs Return Stacked Bonds & Managed Futures 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 | RSBT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.01% | |
| AUM | $865.2B | $138M | |
| Dividend Yield | 1.09% | 3.02% | |
| Holdings | 508 | 30 | |
| YTD Return | +13.31% | +3.04% | |
| 1Y Return | +24.00% | +17.27% | |
| 3Y Return (annualized) | +21.16% | +2.23% | |
| 5Y Return (annualized) | +13.34% | - | |
| Volatility (annualized) | 15.1% | 11.3% | |
| Max Drawdown | -56.5% | -23.6% | |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Feb 7, 2023 |
IVV vs RSBT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Return Stacked Bonds & Managed Futures ETF (RSBT) is a ETF from Return Stacked ETF. Over the past year IVV returned +24.00% while RSBT returned +17.27%. Year to date, IVV is up 13.31% versus a gain of 3.04% for RSBT.
Over three years, IVV compounded at +21.16% per year against +2.23% for RSBT. Across the full 4-year window we track, IVV has the edge at +7.03% annualized vs -1.39%. 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 11.3% for RSBT. 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 -23.6% for RSBT. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while RSBT charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.02% for RSBT.
Holdings Overlap
IVV and RSBT 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 RSBT?
IVV has an expense ratio of 0.03% while RSBT charges 1.01%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, IVV or RSBT?
Over the past year IVV returned +24.00% vs +17.27% for RSBT, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.03% vs -1.39% for RSBT. Past performance does not guarantee future results.
Which is riskier, IVV or RSBT?
IVV has been the more volatile fund at 15.1% annualized versus 11.3% for RSBT. Worst drawdown: IVV -56.5% vs RSBT -23.6%.
Should I hold both IVV and RSBT?
IVV and RSBT have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSBT?
IVV and RSBT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or RSBT?
IVV yields 1.09% while RSBT yields 3.02%, so RSBT currently pays the higher dividend yield.
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