HIDV vs IVV
HIDV vs IVV
AB US High Dividend ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. HIDV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HIDV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $203M | $865.2B | |
| Dividend Yield | 2.40% | 1.09% | |
| Holdings | 111 | 508 | |
| YTD Return | +15.04% | +13.31% | |
| 1Y Return | +25.99% | +24.00% | |
| 3Y Return (annualized) | +20.94% | +21.16% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 12.5% | 15.1% | |
| Max Drawdown | -18.8% | -56.5% | |
| Fund Family | AllianceBernstein L.P. | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2023 | May 15, 2000 |
HIDV vs IVV Performance
AB US High Dividend ETF (HIDV) is a ETF from AllianceBernstein L.P. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HIDV returned +25.99% while IVV returned +24.00%. Year to date, HIDV is up 15.04% versus a gain of 13.31% for IVV.
Over three years, HIDV compounded at +20.94% per year against +21.16% for IVV. Across the full 3-year window we track, HIDV has the edge at +23.55% annualized vs +7.03%. 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 12.5% for HIDV. 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 HIDV 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HIDV charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, HIDV currently yields 2.40% against 1.09% for IVV.
Holdings Overlap
HIDV and IVV share 56 holdings out of 554 unique holdings combined, representing a 44.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HIDV | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 8.33% | 7.76% | 0.57% |
| AAPL | 8.17% | 7.44% | 0.73% |
| MSFT | 3.58% | 4.57% | 0.99% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
See all 10 holdings HIDV 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, HIDV or IVV?
HIDV has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, HIDV or IVV?
Over the past year HIDV returned +25.99% vs +24.00% for IVV, so HIDV leads on 1-year performance. Over the longest common window we track (3 years), HIDV annualized +23.55% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, HIDV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.5% for HIDV. Worst drawdown: HIDV -18.8% vs IVV -56.5%.
Should I hold both HIDV and IVV?
HIDV and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between HIDV and IVV?
HIDV and IVV share 56 common holdings with a 44.1% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, HIDV or IVV?
HIDV yields 2.40% while IVV yields 1.09%, so HIDV currently pays the higher dividend yield.
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