ANGL vs IVV

ANGL vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricANGLIVVWinner
Expense Ratio0.25%0.03%
AUM$3.1B$907.0B
Dividend Yield6.49%1.10%
Holdings132508
YTD Return+2.48%+12.28%
1Y Return+5.97%+20.94%
3Y Return (annualized)+8.82%+21.81%
5Y Return (annualized)+3.24%+13.05%
Volatility (annualized)8.5%15.1%
Max Drawdown-29.6%-56.5%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionApr 10, 2012May 15, 2000

ANGL vs IVV Performance

VanEck Fallen Angel High Yield Bond ETF (ANGL) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ANGL returned +5.97% while IVV returned +20.94%. Year to date, ANGL is up 2.48% versus a gain of 12.28% for IVV.

Over three years, ANGL compounded at +8.82% per year against +21.81% for IVV; over five years the annualized figures are +3.24% and +13.05% respectively. Across the full 14-year window we track, IVV has the edge at +6.98% annualized vs +3.20%. 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 8.5% 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 -56.5% for IVV. 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 0.75. 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 6.49% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

ANGL and IVV share 0 holdings out of 627 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, ANGL or IVV?

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

Which performed better, ANGL or IVV?

Over the past year ANGL returned +5.97% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), ANGL annualized +3.20% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, ANGL or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 8.5% for ANGL. Worst drawdown: ANGL -29.6% vs IVV -56.5%.

Should I hold both ANGL and IVV?

ANGL and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ANGL and IVV?

ANGL and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, ANGL or IVV?

ANGL yields 6.49% while IVV yields 1.10%, so ANGL currently pays the higher dividend yield.

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