CHRI vs IVV
CHRI vs IVV
Global X S&P 500 Christian Values ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CHRI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $8M | $865.2B | |
| Dividend Yield | 0.39% | 1.09% | |
| Holdings | 470 | 508 | |
| YTD Return | +12.62% | +13.31% | |
| 1Y Return | - | +24.00% | |
| 3Y Return (annualized) | - | +21.16% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -9.4% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 23, 2025 | May 15, 2000 |
CHRI vs IVV Performance
Global X S&P 500 Christian Values ETF (CHRI) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, CHRI is up 12.62% versus a gain of 13.31% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.4% for CHRI and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CHRI charges 0.29% per year while IVV charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, CHRI currently yields 0.39% against 1.09% for IVV.
Holdings Overlap
CHRI and IVV share 442 holdings out of 518 unique holdings combined, representing a 87.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in CHRI | Weight in IVV | Difference |
|---|---|---|---|
| AAPL | 7.78% | 7.44% | 0.34% |
| NVDA | 7.44% | 7.76% | 0.32% |
| MSFT | 4.56% | 4.57% | 0.01% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings CHRI 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, CHRI or IVV?
CHRI has an expense ratio of 0.29% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
What is the holdings overlap between CHRI and IVV?
CHRI and IVV share 442 common holdings with a 87.0% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, CHRI or IVV?
CHRI yields 0.39% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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