GHY vs IVV

Quick Verdict

IVV delivered stronger 1-year returns. GHY offers more diversification with 545 holdings.

Lower Fees: TiedHigher Returns: IVVMore Diversified: GHY

Side-by-Side Comparison

MetricGHYIVVWinner
Expense Ratio-0.03%
AUM$543M$865.2B
Dividend Yield9.71%1.09%
Holdings889508
YTD Return+0.25%+13.52%
1Y Return-1.58%+23.63%
3Y Return (annualized)+11.97%+21.26%
5Y Return (annualized)+4.60%+13.52%
Volatility (annualized)13.0%15.1%
Max Drawdown-55.6%-56.5%
Fund FamilyPGIM InvestmentsiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionDec 21, 2012May 15, 2000

GHY vs IVV Performance

PGIM Global High Yield Fund, Inc (GHY) is a ETF from PGIM Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GHY returned -1.58% while IVV returned +23.63%. Year to date, GHY is up 0.25% versus a gain of 13.52% for IVV.

Over three years, GHY compounded at +11.97% per year against +21.26% for IVV; over five years the annualized figures are +4.60% and +13.52% respectively. Across the full 14-year window we track, IVV has the edge at +7.04% annualized vs +0.15%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for GHY. 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 -55.6% for GHY 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Holdings Overlap

0.1%overlap

GHY and IVV share 2 holdings out of 1048 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GHYWeight in IVVDifference
EXE0.10%0.03%0.07%
GEN0.08%0.02%0.06%

Frequently Asked Questions

Which performed better, GHY or IVV?

Over the past year GHY returned -1.58% vs +23.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), GHY annualized +0.15% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, GHY or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 13.0% for GHY. Worst drawdown: GHY -55.6% vs IVV -56.5%.

Should I hold both GHY and IVV?

GHY and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GHY and IVV?

GHY and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1048 unique securities.

Which pays a higher dividend, GHY or IVV?

GHY yields 9.71% while IVV yields 1.09%, so GHY currently pays the higher dividend yield.

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