IVV vs RNIN
iShares Core S&P 500 ETF vs Bushido Capital US SMID Cap Equity ETF
Which is better, IVV or RNIN?
Large Cap Blend against Mid Cap Value.
IVV has a lower expense ratio. RNIN led over 1Y and the full window. RNIN is less concentrated, with 13.5% of the fund in its ten largest positions against 38.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | RNIN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.68% |
| AUM | $896.5B | $205M |
| Dividend Yield | 1.10% | 0.84% |
| Holdings | 508 | 82 |
| YTD Return | +13.59% | +32.55%Best |
| 1Y Return | +17.54% | +36.37%Best |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 11.6%Best | 14.0% |
| Max Drawdown | -8.9% | -8.3%Best |
| $10,000 over 1.4 years | $13,227 | $14,664Best |
| Top 10 Weight | 38.9% | 13.5%Best |
| Fund Family | iShares by BlackRock (US) | Bushido Capital |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Value |
| Inception | May 15, 2000 | May 14, 2025 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 15, 2025 to Oct 14, 2026 (1.4 years).
IVV vs RNIN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.
IVV vs RNIN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Bushido Capital US SMID Cap Equity ETF (RNIN) is an ETF from Bushido Capital. Over the past year IVV returned +17.54% while RNIN returned +36.37%. Year to date, IVV is up 13.59% versus a gain of 32.55% for RNIN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RNIN has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 11.6% 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 -8.9% for IVV and -8.3% for RNIN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while RNIN charges 0.68%. On a $10,000 position that is $3 vs $68 annually, a gap of $65 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.84% for RNIN.
Holdings Overlap
0.5% of IVV's money is in holdings RNIN also owns. 21.1% of RNIN's money is in holdings IVV also owns.
RNIN and IVV share little of their money.
17 positions in common, counted across the 506 positions we hold weights for in IVV and 81 in RNIN, against full books of 508 and 82.
What only one of them owns
Our book lists 62 positions for RNIN that do not appear in our book for IVV (76.4% of the fund), and 483 for IVV that do not appear in RNIN (98.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in RNIN | Difference |
|---|---|---|---|
| NTAPNetapp Inc | 0.06% | 1.39% | 1.33% |
| ITGartner Inc. | 0.02% | 1.35% | 1.33% |
| KRKroger Co. | 0.05% | 1.26% | 1.21% |
| DLTRDollar Tree Inc. | 0.03% | 1.28% | 1.25% |
| WDAYWorkday, Inc., Class A | 0.06% | 1.24% | 1.18% |
| VRSKVerisk Analytics, Inc, Class A | 0.03% | 1.25% | 1.22% |
| SQBlock, Inc | 0.06% | 1.21% | 1.15% |
| EXPEExpedia Inc | 0.05% | 1.22% | 1.17% |
| LENLennar Corp. Class A | 0.02% | 1.25% | 1.23% |
| DECKDeckers Outdoor Corp | 0.02% | 1.24% | 1.22% |
21.1% of RNIN is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or RNIN?
IVV has an expense ratio of 0.03% while RNIN charges 0.68%. IVV is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, IVV or RNIN?
Over the past year IVV returned +17.54% vs +36.37% for RNIN, so RNIN leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +22.11% vs +31.45% for RNIN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RNIN?
RNIN has been the more volatile fund at 14.0% annualized versus 11.6% for IVV. Worst drawdown: IVV -8.9% vs RNIN -8.3%.
Should I hold both IVV and RNIN?
IVV and RNIN have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and RNIN?
21.1% of RNIN's money is in holdings IVV also owns. 21.1% of RNIN's is in holdings IVV also owns. They hold 17 positions in common, counted across the 506 positions we hold weights for in IVV and 81 in RNIN.
Which pays a higher dividend, IVV or RNIN?
IVV yields 1.10% while RNIN yields 0.84%, so IVV currently pays the higher dividend yield.
Is RNIN better than IVV?
IVV has a lower expense ratio. RNIN led over 1Y and the full window. RNIN is less concentrated, with 13.5% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.