IVV vs RSX

IVV vs RSX

Which is better, IVV or RSX?

Large Cap Blend against Large Cap Value.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVRSX
Expense Ratio0.03%Best0.83%
AUM$896.5B$32M
Dividend Yield1.10%401.36%
Holdings50831
Volatility (annualized)16.1%Best37.7%
Max Drawdown-56.5%Best-85.2%
$10,000 over 15.7 years$27,640Best$2,251
Fund FamilyiShares by BlackRock (US)VanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 15, 2000Apr 24, 2007

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 1371 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Oct 14, 2026 and RSX through Jan 12, 2023.

Volatility and max drawdown, and the $10,000 over 15.7 years row, are measured over the window both funds cover: Apr 30, 2007 to Jan 12, 2023 (15.7 years).

Risk: Volatility and Drawdowns

RSX has been the more volatile fund, with annualized monthly volatility of 37.7% compared with 16.1% 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 -85.2% for RSX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while RSX charges 0.83%. On a $10,000 position that is $3 vs $83 annually, a gap of $80 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 401.36% for RSX.

You are not choosing between two funds in isolation.

Whichever of IVV and RSX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVRSX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or RSX?

IVV has an expense ratio of 0.03% while RSX charges 0.83%. IVV is the cheaper option, by $80 a year on a $10,000 investment.

Which is riskier, IVV or RSX?

RSX has been the more volatile fund at 37.7% annualized versus 16.1% for IVV. Worst drawdown: IVV -56.5% vs RSX -85.2%.

Should I hold both IVV and RSX?

IVV and RSX have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or RSX?

IVV yields 1.10% while RSX yields 401.36%, so RSX currently pays the higher dividend yield.

Is RSX better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.