BRHY vs IVV
BRHY vs IVV
iShares High Yield Active ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. BRHY offers more diversification with 614 holdings.
Side-by-Side Comparison
| Metric | BRHY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $134M | $865.2B | |
| Dividend Yield | 7.85% | 1.09% | |
| Holdings | 876 | 508 | |
| YTD Return | +1.98% | +13.31% | |
| 1Y Return | +5.72% | +24.00% | |
| 3Y Return (annualized) | - | +21.16% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 3.4% | 15.1% | |
| Max Drawdown | -4.4% | -56.5% | |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 17, 2024 | May 15, 2000 |
BRHY vs IVV Performance
iShares High Yield Active ETF (BRHY) is a ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BRHY returned +5.72% while IVV returned +24.00%. Year to date, BRHY is up 1.98% versus a gain of 13.31% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.4% for BRHY. 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 -4.4% for BRHY and -56.5% for IVV. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BRHY charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BRHY currently yields 7.85% against 1.09% for IVV.
Holdings Overlap
BRHY and IVV share 4 holdings out of 1115 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRHY | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 2.09% | 0.15% | 1.94% |
| VICI | 0.17% | 0.04% | 0.13% |
| MCHP | 0.11% | 0.07% | 0.04% |
| IQV | Pro | Pro | Pro |
See all 4 holdings BRHY shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BRHY or IVV?
BRHY has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, BRHY or IVV?
Over the past year BRHY returned +5.72% vs +24.00% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BRHY annualized +8.58% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BRHY or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 3.4% for BRHY. Worst drawdown: BRHY -4.4% vs IVV -56.5%.
Should I hold both BRHY and IVV?
BRHY and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRHY and IVV?
BRHY and IVV share 4 common holdings with a 0.3% weight overlap. Combined, they hold 1115 unique securities.
Which pays a higher dividend, BRHY or IVV?
BRHY yields 7.85% while IVV yields 1.09%, so BRHY currently pays the higher dividend yield.
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