IVV vs RSMV
IVV vs RSMV
iShares Core S&P 500 ETF vs Relative Strength Managed Volatility Strategy 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 | RSMV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $865.2B | $23M | |
| Dividend Yield | 1.09% | 0.91% | |
| Holdings | 508 | 31 | |
| YTD Return | +13.52% | +5.92% | |
| 1Y Return | +23.63% | +16.91% | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +13.52% | - | |
| Volatility (annualized) | 15.1% | 11.8% | |
| Max Drawdown | -56.5% | -17.6% | |
| Fund Family | iShares by BlackRock (US) | Teucrium | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 13, 2025 |
IVV vs RSMV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Relative Strength Managed Volatility Strategy ETF (RSMV) is a ETF from Teucrium. Over the past year IVV returned +23.63% while RSMV returned +16.91%. Year to date, IVV is up 13.52% versus a gain of 5.92% for RSMV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.8% for RSMV. 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 -17.6% for RSMV. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSMV charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.91% for RSMV.
Holdings Overlap
IVV and RSMV share 30 holdings out of 510 unique holdings combined, representing a 29.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in RSMV | Difference |
|---|---|---|---|
| NVDA | 7.76% | 2.01% | 5.75% |
| AAPL | 7.44% | 2.10% | 5.34% |
| GOOGL | 3.15% | 1.97% | 1.18% |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| BRK.B | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings IVV shares with RSMV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or RSMV?
IVV has an expense ratio of 0.03% while RSMV charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, IVV or RSMV?
Over the past year IVV returned +23.63% vs +16.91% for RSMV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +11.21% for RSMV. Past performance does not guarantee future results.
Which is riskier, IVV or RSMV?
IVV has been the more volatile fund at 15.1% annualized versus 11.8% for RSMV. Worst drawdown: IVV -56.5% vs RSMV -17.6%.
Should I hold both IVV and RSMV?
IVV and RSMV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSMV?
IVV and RSMV share 30 common holdings with a 29.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or RSMV?
IVV yields 1.09% while RSMV yields 0.91%, so IVV currently pays the higher dividend yield.
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