IVV vs RSSB
IVV vs RSSB
iShares Core S&P 500 ETF vs Return Stacked Global Stocks & Bonds 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 | RSSB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $865.2B | $508M | |
| Dividend Yield | 1.09% | 2.33% | |
| Holdings | 508 | 9 | |
| YTD Return | +13.13% | +9.46% | |
| 1Y Return | +22.90% | +16.44% | |
| 3Y Return (annualized) | +21.08% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 13.8% | |
| Max Drawdown | -56.5% | -16.2% | |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Feb 7, 2023 |
IVV vs RSSB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Return Stacked Global Stocks & Bonds ETF (RSSB) is a ETF from Return Stacked ETF. Over the past year IVV returned +22.90% while RSSB returned +16.44%. Year to date, IVV is up 13.13% versus a gain of 9.46% for RSSB.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.8% for RSSB. 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 -16.2% for RSSB. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RSSB charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.33% for RSSB.
Holdings Overlap
IVV and RSSB share 0 holdings out of 508 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 RSSB?
IVV has an expense ratio of 0.03% while RSSB charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IVV or RSSB?
Over the past year IVV returned +22.90% vs +16.44% for RSSB, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.02% vs +17.70% for RSSB. Past performance does not guarantee future results.
Which is riskier, IVV or RSSB?
IVV has been the more volatile fund at 15.1% annualized versus 13.8% for RSSB. Worst drawdown: IVV -56.5% vs RSSB -16.2%.
Should I hold both IVV and RSSB?
IVV and RSSB have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RSSB?
IVV and RSSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or RSSB?
IVV yields 1.09% while RSSB yields 2.33%, so RSSB currently pays the higher dividend yield.
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