AHYM vs IVV

AHYM vs IVV

Which is better, AHYM or IVV?

High Yield Municipal Bond against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAHYMIVV
Expense Ratio0.50%0.03%Best
AUM$175M$879.1B
Dividend Yield0.00%1.09%
Holdings186509
YTD Return+1.40%+11.33%Best
1Y Return-+13.50%
3Y Return (annualized)-+20.45%
5Y Return (annualized)-+11.61%
Fund FamilyAllspring Global InvestmentsiShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleHigh Yield Municipal BondLarge Cap Blend
InceptionJan 31, 2013May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

AHYM vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AHYM vs IVV Performance

Allspring High Yield Municipal Bond Fund ETF (AHYM) is an ETF from Allspring Global Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, AHYM is up 1.40% versus a gain of 11.33% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

AHYM charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, AHYM currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

We hold position weights for 67 holdings in AHYM and 490 in IVV, totalling 34.8% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 67 positions we hold weights for in AHYM and 490 in IVV, against full books of 186 and 509.

You are not choosing between two funds in isolation.

Whichever of AHYM and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AHYMIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AHYM or IVV?

AHYM has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

Which pays a higher dividend, AHYM or IVV?

AHYM yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Is IVV better than AHYM?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.