IVV vs RVER
iShares Core S&P 500 ETF vs Trenchless Fund ETF
Which is better, IVV or RVER?
Large Cap Blend against Large Cap Growth.
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 63.6%.
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 | RVER |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.66% |
| AUM | $896.5B | $142M |
| Dividend Yield | 1.10% | 1.45% |
| Holdings | 508 | 41 |
| YTD Return | +13.59%Best | +12.29% |
| 1Y Return | +17.54%Best | +7.56% |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 11.6%Best | 20.9% |
| Max Drawdown | -18.8%Best | -26.2% |
| $10,000 over 2.5 years | $15,206Best | $14,127 |
| Top 10 Weight | 38.9%Best | 63.6% |
| Fund Family | iShares by BlackRock (US) | River1 Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Apr 3, 2024 |
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 3, 2024 to Oct 14, 2026 (2.5 years).
IVV vs RVER 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 2.5 years both funds cover.
IVV vs RVER Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Trenchless Fund ETF (RVER) is an ETF from River1 Asset Management. Over the past year IVV returned +17.54% while RVER returned +7.56%. Year to date, IVV is up 13.59% versus a gain of 12.29% for RVER.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RVER has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -18.8% for IVV and -26.2% for RVER. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while RVER charges 0.66%. On a $10,000 position that is $3 vs $66 annually, a gap of $63 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.45% for RVER.
Holdings Overlap
15.0% of IVV's money is in holdings RVER also owns. 66.1% of RVER's money is in holdings IVV also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 506 positions we hold weights for in IVV and 21 in RVER, against full books of 508 and 41.
What only one of them owns
Our book lists 7 positions for RVER that do not appear in our book for IVV (33.8% of the fund), and 486 for IVV that do not appear in RVER (84.4%).
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 RVER | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 7.61% | 0.83% |
| AVGOBroadcom Inc | 2.47% | 6.98% | 4.51% |
| METAMeta Platforms Inc | 2.42% | 4.66% | 2.24% |
| GNRCGenerac Holdings, Inc. | 0.02% | 6.16% | 6.14% |
| BECfd Bloom Energy Corp- A | 0.12% | 5.96% | 5.84% |
| HPEHewlett Packard Enterprise Co | 0.13% | 4.55% | 4.42% |
| FLEXFlex Ltd. Ordinary Shares | 0.06% | 4.62% | 4.56% |
| VSTVistra Energy Corp. | 0.07% | 4.49% | 4.42% |
| APPAppLovin Corp. Com Cl A | 0.12% | 3.97% | 3.85% |
| FSLRFirst Solar, Inc | 0.03% | 4.04% | 4.01% |
66.1% of RVER 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 RVER?
IVV has an expense ratio of 0.03% while RVER charges 0.66%. IVV is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, IVV or RVER?
Over the past year IVV returned +17.54% vs +7.56% for RVER, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RVER?
RVER has been the more volatile fund at 20.9% annualized versus 11.6% for IVV. Worst drawdown: IVV -18.8% vs RVER -26.2%.
Should I hold both IVV and RVER?
IVV and RVER have a monthly-return correlation of 0.81, 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 RVER?
66.1% of RVER's money is in holdings IVV also owns. 66.1% of RVER's is in holdings IVV also owns. They hold 14 positions in common, counted across the 506 positions we hold weights for in IVV and 21 in RVER.
Which pays a higher dividend, IVV or RVER?
IVV yields 1.10% while RVER yields 1.45%, so RVER currently pays the higher dividend yield.
Is RVER 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 63.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.