ADDS vs IVV
Hedgeye Index Adds ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ADDS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $5M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 39 | 508 | |
| YTD Return | -0.97% | +13.22% | |
| 1Y Return | - | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -14.8% | -56.5% | |
| Fund Family | Hedgeye Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 27, 2026 | May 15, 2000 |
ADDS vs IVV Performance
Hedgeye Index Adds ETF (ADDS) is a ETF from Hedgeye Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, ADDS is down 0.97% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -14.8% for ADDS and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ADDS charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, ADDS currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
ADDS and IVV share 0 holdings out of 544 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, ADDS or IVV?
ADDS has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
What is the holdings overlap between ADDS and IVV?
ADDS and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 544 unique securities.
Which pays a higher dividend, ADDS or IVV?
ADDS yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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