IVV vs RSMV
iShares Core S&P 500 ETF vs Relative Strength Managed Volatility Strategy ETF
Which is better, IVV or RSMV?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 49.1%.
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 | RSMV |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $896.5B | $19M |
| Dividend Yield | 1.10% | 0.96% |
| Holdings | 508 | 23 |
| YTD Return | +13.59%Best | +4.41% |
| 1Y Return | +17.54%Best | +8.60% |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 12.6% | 11.3%Best |
| Max Drawdown | -18.8% | -17.6%Best |
| $10,000 over 1.7 years | $13,387Best | $11,580 |
| Top 10 Weight | 38.9%Best | 49.1% |
| Fund Family | iShares by BlackRock (US) | Teucrium |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Jan 13, 2025 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 14, 2025 to Oct 14, 2026 (1.7 years).
IVV vs RSMV 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 1.7 years both funds cover.
IVV vs RSMV Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Relative Strength Managed Volatility Strategy ETF (RSMV) is an ETF from Teucrium. Over the past year IVV returned +17.54% while RSMV returned +8.60%. Year to date, IVV is up 13.59% versus a gain of 4.41% for RSMV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 11.3% 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 -18.8% for IVV and -17.6% for RSMV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.10% against 0.96% for RSMV.
Holdings Overlap
26.0% of IVV's money is in holdings RSMV also owns. 95.1% of RSMV's money is in holdings IVV also owns.
Most of RSMV is already inside IVV. Owning both mostly buys the same companies twice.
20 positions in common, counted across the 506 positions we hold weights for in IVV and 21 in RSMV, against full books of 508 and 23.
What only one of them owns
Measured across the 506 and 21 positions we hold weights for.
IVV holds 480 positions RSMV does not, 73.4% of the fund.
Largest: NVDA 8.44%, AMZN 3.68%, GOOGL 3.00%, AVGO 2.47%, GOOG 2.41%
Top Shared Holdings
| Stock | Weight in IVV | Weight in RSMV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.29% | 4.78% | 2.51% |
| MSFTMicrosoft Corp | 5.76% | 5.02% | 0.74% |
| METAMeta Platforms Inc | 2.42% | 5.11% | 2.69% |
| JPMJpmorgan Chase | 1.34% | 4.56% | 3.22% |
| PLTRPalantir Technologies Inc | 0.66% | 5.21% | 4.55% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.02% | 4.78% | 3.76% |
| PANWPalo Alto Networks, Inc | 0.49% | 5.08% | 4.59% |
| VVisa Inc Class A | 0.93% | 4.64% | 3.71% |
| JNJJohnson & Johnson - Common | 0.94% | 4.55% | 3.61% |
| ABBVAbbvie Inc. | 0.69% | 4.77% | 4.08% |
95.1% of RSMV 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 RSMV?
IVV has an expense ratio of 0.03% while RSMV charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or RSMV?
Over the past year IVV returned +17.54% vs +8.60% for RSMV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.72% vs +9.01% for RSMV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RSMV?
IVV has been the more volatile fund at 12.6% annualized versus 11.3% for RSMV. Worst drawdown: IVV -18.8% vs RSMV -17.6%.
Should I hold both IVV and RSMV?
IVV and RSMV have a monthly-return correlation of 0.80, 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 RSMV?
95.1% of RSMV's money is in holdings IVV also owns. 95.1% of RSMV's is in holdings IVV also owns. They hold 20 positions in common, counted across the 506 positions we hold weights for in IVV and 21 in RSMV.
Which pays a higher dividend, IVV or RSMV?
IVV yields 1.10% while RSMV yields 0.96%, so IVV currently pays the higher dividend yield.
Is RSMV better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 49.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.