ANGL vs IVV

ANGL vs IVV

Which is better, ANGL or IVV?

High Yield Bond against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricANGLIVV
Expense Ratio0.25%0.03%Best
AUM$3.2B$876.4B
Dividend Yield6.51%1.06%
Holdings129508
YTD Return+1.48%+11.57%Best
1Y Return+3.29%+17.57%Best
3Y Return (annualized)+7.95%+20.71%Best
5Y Return (annualized)+2.72%+12.80%Best
Volatility (annualized)8.5%Best14.1%
Max Drawdown-29.6%Best-33.9%
$10,000 over 5 years$11,436$18,262Best
Fund FamilyVanEckiShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionApr 10, 2012May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 11, 2012 to Sep 10, 2026 (14.4 years).

ANGL 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 covers the 14.4 years both funds cover.

ANGL vs IVV Performance

VanEck Fallen Angel High Yield Bond ETF (ANGL) is an ETF from VanEck and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ANGL returned +3.29% while IVV returned +17.57%. Year to date, ANGL is up 1.48% versus a gain of 11.57% for IVV.

Over three years, ANGL compounded at +7.95% per year against +20.71% for IVV; over five years the annualized figures are +2.72% and +12.80% respectively. Across the full 14-year window we track, IVV has the edge at +13.22% annualized vs +3.11%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.5% for ANGL. 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 -29.6% for ANGL and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ANGL charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, ANGL currently yields 6.51% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 122 holdings in ANGL and 505 in IVV, totalling 94.2% and 100.0% 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 122 positions we hold weights for in ANGL and 505 in IVV, against full books of 129 and 508.

You are not choosing between two funds in isolation.

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

ANGLIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ANGL or IVV?

ANGL has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, ANGL or IVV?

Over the past year ANGL returned +3.29% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), ANGL annualized +3.11% vs +13.22% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ANGL or IVV?

IVV has been the more volatile fund at 14.1% annualized versus 8.5% for ANGL. Worst drawdown: ANGL -29.6% vs IVV -33.9%.

Should I hold both ANGL and IVV?

ANGL and IVV have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ANGL or IVV?

ANGL yields 6.51% while IVV yields 1.06%, so ANGL currently pays the higher dividend yield.

Is IVV better than ANGL?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.