IHY vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIHYIVVWinner
Expense Ratio0.40%0.03%
AUM$43M$865.2B
Dividend Yield5.68%1.09%
Holdings591508
YTD Return+1.18%+9.93%
1Y Return+4.78%+19.59%
3Y Return (annualized)+8.06%+19.41%
5Y Return (annualized)+1.87%+12.89%
Volatility (annualized)8.7%15.1%
Max Drawdown-32.1%-56.5%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionApr 2, 2012May 15, 2000

IHY vs IVV Performance

VanEck International High Yield Bond (IHY) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IHY returned +4.78% while IVV returned +19.59%. Year to date, IHY is up 1.18% versus a gain of 9.93% for IVV.

Over three years, IHY compounded at +8.06% per year against +19.41% for IVV; over five years the annualized figures are +1.87% and +12.89% respectively. Across the full 14-year window we track, IVV has the edge at +6.91% annualized vs +0.76%. 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 8.7% for IHY. 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 -32.1% for IHY 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.

Fees and Cost Over Time

IHY charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, IHY currently yields 5.68% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

IHY and IVV share 0 holdings out of 817 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, IHY or IVV?

IHY has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, IHY or IVV?

Over the past year IHY returned +4.78% vs +19.59% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IHY annualized +0.76% vs +6.91% for IVV. Past performance does not guarantee future results.

Which is riskier, IHY or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 8.7% for IHY. Worst drawdown: IHY -32.1% vs IVV -56.5%.

Should I hold both IHY and IVV?

IHY 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 IHY and IVV?

IHY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 817 unique securities.

Which pays a higher dividend, IHY or IVV?

IHY yields 5.68% while IVV yields 1.09%, so IHY currently pays the higher dividend yield.

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