CHPS vs IVV
Xtrackers Semiconductor Select Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CHPS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CHPS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $103M | $865.2B | |
| Dividend Yield | 0.31% | 1.09% | |
| Holdings | 53 | 508 | |
| YTD Return | +72.92% | +13.80% | |
| 1Y Return | +150.59% | +23.70% | |
| 3Y Return (annualized) | +52.58% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 39.9% | 15.1% | |
| Max Drawdown | -39.4% | -56.5% | |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 13, 2023 | May 15, 2000 |
CHPS vs IVV Performance
Xtrackers Semiconductor Select Equity ETF (CHPS) is a ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CHPS returned +150.59% while IVV returned +23.70%. Year to date, CHPS is up 72.92% versus a gain of 13.80% for IVV.
Over three years, CHPS compounded at +52.58% per year against +21.49% for IVV. Across the full 3-year window we track, CHPS has the edge at +49.20% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHPS has been the more volatile fund, with annualized monthly volatility of 39.9% 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 -39.4% for CHPS 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 0.71. 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 0.31% against 1.09% for IVV.
Holdings Overlap
CHPS and IVV share 18 holdings out of 538 unique holdings combined, representing a 13.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $12 per year of difference.
Which performed better, CHPS or IVV?
Over the past year CHPS returned +150.59% vs +23.70% for IVV, so CHPS leads on 1-year performance. Over the longest common window we track (3 years), CHPS annualized +49.20% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, CHPS or IVV?
CHPS has been the more volatile fund at 39.9% annualized versus 15.1% for IVV. Worst drawdown: CHPS -39.4% vs IVV -56.5%.
Should I hold both CHPS and IVV?
CHPS and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CHPS and IVV?
CHPS and IVV share 18 common holdings with a 13.2% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, CHPS or IVV?
CHPS yields 0.31% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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