CHPS vs IVV
Xtrackers Semiconductor Select Equity ETF vs iShares Core S&P 500 ETF
Which is better, CHPS or IVV?
CHPS has been ahead.
IVV has a lower expense ratio. CHPS led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 45.9%.
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
| Metric | CHPS | IVV |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $107M | $886.7B |
| Dividend Yield | 0.40% | 1.10% |
| Holdings | 54 | 508 |
| YTD Return | +70.45%Best | +13.39% |
| 1Y Return | +143.67%Best | +20.08% |
| 3Y Return (annualized) | +51.76%Best | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 39.3% | 12.8%Best |
| Max Drawdown | -39.4% | -18.8%Best |
| $10,000 over 3.1 years | $33,069Best | $17,671 |
| Top 10 Weight | 45.9% | 37.9%Best |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 13, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Jul 13, 2023 to Sep 4, 2026 (3.1 years).
CHPS 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 3.1 years both funds cover.
CHPS vs IVV Performance
Xtrackers Semiconductor Select Equity ETF (CHPS) is an ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CHPS returned +143.67% while IVV returned +20.08%. Year to date, CHPS is up 70.45% versus a gain of 13.39% for IVV.
Over three years, CHPS compounded at +51.76% per year against +21.29% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHPS has been the more volatile fund, with annualized monthly volatility of 39.3% compared with 12.8% 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 -39.4% for CHPS and -18.8% 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CHPS charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, CHPS currently yields 0.40% against 1.10% for IVV.
Holdings Overlap
58.0% of CHPS's money is in holdings IVV also owns. 17.7% of IVV's money is in holdings CHPS also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 54 positions we hold weights for in CHPS and 505 in IVV, against full books of 54 and 508.
What only one of them owns
Our book lists 478 positions for IVV that do not appear in our book for CHPS (81.6% of the fund), and 9 for CHPS that do not appear in IVV (4.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CHPS | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 5.11% | 7.98% | 2.87% |
| AVGOBroadcom Inc | 4.67% | 2.98% | 1.69% |
| MUMicron Technology, Inc. | 4.73% | 1.51% | 3.22% |
| AMDAdvanced Micro Devices Inc | 4.59% | 1.18% | 3.41% |
| LRCXLam Research Corp | 4.61% | 0.58% | 4.03% |
| INTCIntel Corporation | 4.30% | 0.72% | 3.58% |
| AMATApplied Materials, Inc. | 4.11% | 0.64% | 3.47% |
| TXNTexas Instrument Inc | 4.28% | 0.38% | 3.90% |
| KLACKla Corp | 4.25% | 0.38% | 3.87% |
| MRVLMarvell Technology Group Ltd. | 3.69% | 0.28% | 3.41% |
58.0% of CHPS is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHPS or IVV?
CHPS has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, CHPS or IVV?
Over the past year CHPS returned +143.67% vs +20.08% for IVV, so CHPS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHPS or IVV?
CHPS has been the more volatile fund at 39.3% annualized versus 12.8% for IVV. Worst drawdown: CHPS -39.4% vs IVV -18.8%.
Should I hold both CHPS and IVV?
CHPS and IVV have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CHPS and IVV?
58.0% of CHPS's money is in holdings IVV also owns. 17.7% of IVV's is in holdings CHPS also owns. They hold 19 positions in common, counted across the 54 positions we hold weights for in CHPS and 505 in IVV.
Which pays a higher dividend, CHPS or IVV?
CHPS yields 0.40% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than CHPS?
IVV has a lower expense ratio. CHPS led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 45.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.