HNDL vs IVV
HNDL vs IVV
Strategy Shares Nasdaq 7 HANDL Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HNDL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $631M | $865.2B | |
| Dividend Yield | 6.84% | 1.09% | |
| Holdings | 26 | 508 | |
| YTD Return | +7.39% | +13.52% | |
| 1Y Return | +11.59% | +23.63% | |
| 3Y Return (annualized) | +11.63% | +21.26% | |
| 5Y Return (annualized) | +4.62% | +13.52% | |
| Volatility (annualized) | 10.9% | 15.1% | |
| Max Drawdown | -23.7% | -56.5% | |
| Fund Family | STRATEGY SHARES | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jan 17, 2018 | May 15, 2000 |
HNDL vs IVV Performance
Strategy Shares Nasdaq 7 HANDL Index ETF (HNDL) is a ETF from STRATEGY SHARES and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HNDL returned +11.59% while IVV returned +23.63%. Year to date, HNDL is up 7.39% versus a gain of 13.52% for IVV.
Over three years, HNDL compounded at +11.63% per year against +21.26% for IVV; over five years the annualized figures are +4.62% and +13.52% respectively. Across the full 9-year window we track, IVV has the edge at +7.04% annualized vs +3.45%. 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 10.9% for HNDL. 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 -23.7% for HNDL 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HNDL charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, HNDL currently yields 6.84% against 1.09% for IVV.
Holdings Overlap
HNDL and IVV share 0 holdings out of 525 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HNDL or IVV?
HNDL has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, HNDL or IVV?
Over the past year HNDL returned +11.59% vs +23.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), HNDL annualized +3.45% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, HNDL or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.9% for HNDL. Worst drawdown: HNDL -23.7% vs IVV -56.5%.
Should I hold both HNDL and IVV?
HNDL and IVV have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HNDL and IVV?
HNDL and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, HNDL or IVV?
HNDL yields 6.84% while IVV yields 1.09%, so HNDL currently pays the higher dividend yield.
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