CHIQ vs IVV
Global X MSCI China Consumer Discretionary ETF 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 | CHIQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $122M | $907.0B | |
| Dividend Yield | 1.53% | 1.10% | |
| Holdings | 60 | 508 | |
| YTD Return | -16.52% | +12.28% | |
| 1Y Return | -17.48% | +20.94% | |
| 3Y Return (annualized) | +1.72% | +21.81% | |
| 5Y Return (annualized) | -7.02% | +13.05% | |
| Volatility (annualized) | 28.1% | 15.1% | |
| Max Drawdown | -67.0% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 30, 2009 | May 15, 2000 |
CHIQ vs IVV Performance
Global X MSCI China Consumer Discretionary ETF (CHIQ) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CHIQ returned -17.48% while IVV returned +20.94%. Year to date, CHIQ is down 16.52% versus a gain of 12.28% for IVV.
Over three years, CHIQ compounded at +1.72% per year against +21.81% for IVV; over five years the annualized figures are -7.02% and +13.05% respectively. Across the full 17-year window we track, IVV has the edge at +6.98% annualized vs +1.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHIQ has been the more volatile fund, with annualized monthly volatility of 28.1% 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 -67.0% for CHIQ 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CHIQ 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, CHIQ currently yields 1.53% against 1.10% for IVV.
Holdings Overlap
CHIQ and IVV share 0 holdings out of 561 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, CHIQ or IVV?
CHIQ 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.
Which performed better, CHIQ or IVV?
Over the past year CHIQ returned -17.48% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (17 years), CHIQ annualized +1.07% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, CHIQ or IVV?
CHIQ has been the more volatile fund at 28.1% annualized versus 15.1% for IVV. Worst drawdown: CHIQ -67.0% vs IVV -56.5%.
Should I hold both CHIQ and IVV?
CHIQ and IVV have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CHIQ and IVV?
CHIQ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, CHIQ or IVV?
CHIQ yields 1.53% while IVV yields 1.10%, so CHIQ currently pays the higher dividend yield.
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