IVV vs NHYB

Quick Verdict

IVV has a lower expense ratio. NHYB offers more diversification with 1477 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: NHYB

Side-by-Side Comparison

MetricIVVNHYBWinner
Expense Ratio0.03%0.08%
AUM$865.2B$1.7B
Dividend Yield1.09%4.25%
Holdings5081,650
YTD Return+11.54%+1.51%
1Y Return+21.48%-
3Y Return (annualized)+20.86%-
5Y Return (annualized)+13.02%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.4%
Fund FamilyiShares by BlackRock (US)Nuveen
CategoryEquityFixed Income
InceptionMay 15, 2000Sep 23, 2025

IVV vs NHYB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen High Yield Corporate Bond ETF (NHYB) is a ETF from Nuveen. Year to date, IVV is up 11.54% versus a gain of 1.51% for NHYB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.4% for NHYB. 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 NHYB charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.25% for NHYB.

Holdings Overlap

0.0%overlap

IVV and NHYB share 0 holdings out of 1982 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 NHYB?

IVV has an expense ratio of 0.03% while NHYB charges 0.08%. IVV is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

What is the holdings overlap between IVV and NHYB?

IVV and NHYB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1982 unique securities.

Which pays a higher dividend, IVV or NHYB?

IVV yields 1.09% while NHYB yields 4.25%, so NHYB currently pays the higher dividend yield.

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