HYT vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. HYT offers more diversification with 717 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: HYT

Side-by-Side Comparison

MetricHYTIVVWinner
Expense Ratio3.35%0.03%
AUM$1.8B$865.2B
Dividend Yield10.17%1.09%
Holdings1,211508
YTD Return+0.85%+13.52%
1Y Return-4.89%+23.63%
3Y Return (annualized)+7.74%+21.26%
5Y Return (annualized)+1.63%+13.52%
Volatility (annualized)14.0%15.1%
Max Drawdown-67.6%-56.5%
Fund FamilyBlackRock, Inc. (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionMay 30, 2003May 15, 2000

HYT vs IVV Performance

Blackrock Corporate High Yield Fund Inc. (HYT) 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 HYT returned -4.89% while IVV returned +23.63%. Year to date, HYT is up 0.85% versus a gain of 13.52% for IVV.

Over three years, HYT compounded at +7.74% per year against +21.26% for IVV; over five years the annualized figures are +1.63% and +13.52% respectively. Across the full 23-year window we track, IVV has the edge at +7.04% annualized vs -0.23%. 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 14.0% for HYT. 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 -67.6% for HYT 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYT charges 3.35% per year while IVV charges 0.03%. On a $10,000 position that is $335 vs $3 annually, a gap of $332 per year that compounds over a long holding period. On income, HYT currently yields 10.17% against 1.09% for IVV.

Holdings Overlap

0.1%overlap

HYT and IVV share 3 holdings out of 1219 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HYTWeight in IVVDifference
LNT0.41%0.03%0.38%
VICI0.27%0.04%0.23%
MCHP0.12%0.07%0.05%

Frequently Asked Questions

Which is cheaper, HYT or IVV?

HYT has an expense ratio of 3.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $332 per year of difference.

Which performed better, HYT or IVV?

Over the past year HYT returned -4.89% vs +23.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (23 years), HYT annualized -0.23% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, HYT or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 14.0% for HYT. Worst drawdown: HYT -67.6% vs IVV -56.5%.

Should I hold both HYT and IVV?

HYT and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYT and IVV?

HYT and IVV share 3 common holdings with a 0.1% weight overlap. Combined, they hold 1219 unique securities.

Which pays a higher dividend, HYT or IVV?

HYT yields 10.17% while IVV yields 1.09%, so HYT currently pays the higher dividend yield.

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