IVV vs MYHC

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMYHCWinner
Expense Ratio0.03%0.39%
AUM$865.2B$5M
Dividend Yield1.09%1.85%
Holdings508175
YTD Return+13.31%+2.50%
1Y Return+24.00%-
3Y Return (annualized)+21.16%-
5Y Return (annualized)+13.34%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-1.6%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityFixed Income
InceptionMay 15, 2000Feb 25, 2026

IVV vs MYHC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and State Street My2029 High Yield Corporate Bond ETF (MYHC) is a ETF from State Street Investment Management. Year to date, IVV is up 13.31% versus a gain of 2.50% for MYHC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.6% for MYHC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while MYHC charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.85% for MYHC.

Holdings Overlap

0.0%overlap

IVV and MYHC share 0 holdings out of 667 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, IVV or MYHC?

IVV has an expense ratio of 0.03% while MYHC charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

What is the holdings overlap between IVV and MYHC?

IVV and MYHC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 667 unique securities.

Which pays a higher dividend, IVV or MYHC?

IVV yields 1.09% while MYHC yields 1.85%, so MYHC currently pays the higher dividend yield.

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