IVV vs RSPE
IVV vs RSPE
iShares Core S&P 500 ETF vs Invesco ESG S&P 500 Equal Weight ETF
Quick Verdict
IVV has a lower expense ratio. RSPE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | RSPE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.20% | |
| AUM | $865.2B | $68M | |
| Dividend Yield | 1.09% | 1.46% | |
| Holdings | 508 | 188 | |
| YTD Return | +13.13% | +16.42% | |
| 1Y Return | +22.90% | +27.91% | |
| 3Y Return (annualized) | +21.08% | +15.58% | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 16.5% | |
| Max Drawdown | -56.5% | -22.9% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 17, 2021 |
IVV vs RSPE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco ESG S&P 500 Equal Weight ETF (RSPE) is a ETF from Invesco (US). Over the past year IVV returned +22.90% while RSPE returned +27.91%. Year to date, IVV is up 13.13% versus a gain of 16.42% for RSPE.
Over three years, IVV compounded at +21.08% per year against +15.58% for RSPE. Across the full 5-year window we track, RSPE has the edge at +9.03% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSPE has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -22.9% for RSPE. 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 0.91. 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 RSPE charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.46% for RSPE.
Holdings Overlap
IVV and RSPE share 179 holdings out of 511 unique holdings combined, representing a 23.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in RSPE | Difference |
|---|---|---|---|
| NVDA | 7.76% | 0.51% | 7.25% |
| MSFT | 4.57% | 0.49% | 4.08% |
| GOOGL | 3.15% | 0.29% | 2.86% |
| GOOG | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
See all 10 holdings IVV shares with RSPE 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 RSPE?
IVV has an expense ratio of 0.03% while RSPE charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, IVV or RSPE?
Over the past year IVV returned +22.90% vs +27.91% for RSPE, so RSPE leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.02% vs +9.03% for RSPE. Past performance does not guarantee future results.
Which is riskier, IVV or RSPE?
RSPE has been the more volatile fund at 16.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RSPE -22.9%.
Should I hold both IVV and RSPE?
IVV and RSPE have a monthly-return correlation of 0.91, 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 RSPE?
IVV and RSPE share 179 common holdings with a 23.6% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or RSPE?
IVV yields 1.09% while RSPE yields 1.46%, so RSPE currently pays the higher dividend yield.
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