AQLG vs IVV
HCM Large Cap Growth 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 | AQLG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $79M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 129 | 508 | |
| YTD Return | +6.79% | +12.96% | |
| 1Y Return | - | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.0% | -56.5% | |
| Fund Family | Highland Capital Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 8, 2026 | May 15, 2000 |
AQLG vs IVV Performance
HCM Large Cap Growth ETF (AQLG) is a ETF from Highland Capital Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AQLG is up 6.79% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for AQLG 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
AQLG charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, AQLG currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
AQLG and IVV share 85 holdings out of 549 unique holdings combined, representing a 39.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AQLG or IVV?
AQLG has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
What is the holdings overlap between AQLG and IVV?
AQLG and IVV share 85 common holdings with a 39.7% weight overlap. Combined, they hold 549 unique securities.
Which pays a higher dividend, AQLG or IVV?
AQLG yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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