IVV vs NUHY
IVV vs NUHY
iShares Core S&P 500 ETF vs Nuveen ESG High Yield Corporate Bond 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 | IVV | NUHY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.30% | |
| AUM | $865.2B | $110M | |
| Dividend Yield | 1.09% | 6.60% | |
| Holdings | 508 | 376 | |
| YTD Return | +11.54% | +1.30% | |
| 1Y Return | +21.48% | +4.42% | |
| 3Y Return (annualized) | +20.86% | +7.87% | |
| 5Y Return (annualized) | +13.02% | +3.16% | |
| Volatility (annualized) | 15.1% | 8.4% | |
| Max Drawdown | -56.5% | -20.5% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 25, 2019 |
IVV vs NUHY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen ESG High Yield Corporate Bond ETF (NUHY) is a ETF from Nuveen. Over the past year IVV returned +21.48% while NUHY returned +4.42%. Year to date, IVV is up 11.54% versus a gain of 1.30% for NUHY.
Over three years, IVV compounded at +20.86% per year against +7.87% for NUHY; over five years the annualized figures are +13.02% and +3.16% respectively. Across the full 7-year window we track, IVV has the edge at +6.97% annualized vs +2.40%. 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 8.4% for NUHY. 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 -56.5% for IVV and -20.5% for NUHY. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while NUHY charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 6.60% for NUHY.
Holdings Overlap
IVV and NUHY share 0 holdings out of 819 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 NUHY?
IVV has an expense ratio of 0.03% while NUHY charges 0.30%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, IVV or NUHY?
Over the past year IVV returned +21.48% vs +4.42% for NUHY, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +6.97% vs +2.40% for NUHY. Past performance does not guarantee future results.
Which is riskier, IVV or NUHY?
IVV has been the more volatile fund at 15.1% annualized versus 8.4% for NUHY. Worst drawdown: IVV -56.5% vs NUHY -20.5%.
Should I hold both IVV and NUHY?
IVV and NUHY have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NUHY?
IVV and NUHY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 819 unique securities.
Which pays a higher dividend, IVV or NUHY?
IVV yields 1.09% while NUHY yields 6.60%, so NUHY currently pays the higher dividend yield.
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