AZNH vs IVV
AstraZeneca PLC ADRhedged vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AZNH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $1M | $907.0B | |
| Dividend Yield | 1.07% | 1.10% | |
| Holdings | 2 | 508 | |
| YTD Return | -1.50% | +12.71% | |
| 1Y Return | +18.04% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 21.7% | 15.1% | |
| Max Drawdown | -17.4% | -56.5% | |
| Fund Family | ADRH | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | May 15, 2000 |
AZNH vs IVV Performance
AstraZeneca PLC ADRhedged (AZNH) is a ETF from ADRH and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AZNH returned +18.04% while IVV returned +21.89%. Year to date, AZNH is down 1.50% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
AZNH has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 15.1% for IVV. 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 -17.4% for AZNH 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AZNH charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, AZNH currently yields 1.07% against 1.10% for IVV.
Holdings Overlap
AZNH and IVV share 0 holdings out of 506 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, AZNH or IVV?
AZNH has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, AZNH or IVV?
Over the past year AZNH returned +18.04% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), AZNH annualized +11.55% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, AZNH or IVV?
AZNH has been the more volatile fund at 21.7% annualized versus 15.1% for IVV. Worst drawdown: AZNH -17.4% vs IVV -56.5%.
Should I hold both AZNH and IVV?
AZNH and IVV have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AZNH and IVV?
AZNH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, AZNH or IVV?
AZNH yields 1.07% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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