CSHP vs IVV
iShares Dynamic Short-Term Active 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 | CSHP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $192M | $907.0B | |
| Dividend Yield | 4.00% | 1.10% | |
| Holdings | 65 | 508 | |
| YTD Return | +2.17% | +12.28% | |
| 1Y Return | +3.65% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 0.4% | 15.1% | |
| Max Drawdown | -0.5% | -56.5% | |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 17, 2024 | May 15, 2000 |
CSHP vs IVV Performance
iShares Dynamic Short-Term Active ETF (CSHP) is a ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CSHP returned +3.65% while IVV returned +20.94%. Year to date, CSHP is up 2.17% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.4% for CSHP. 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 -0.5% for CSHP 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 0.00. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CSHP charges 0.20% per year while IVV charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, CSHP currently yields 4.00% against 1.10% for IVV.
Holdings Overlap
CSHP and IVV share 1 holdings out of 526 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CSHP | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.45% | 0.15% | 0.30% |
Frequently Asked Questions
Which is cheaper, CSHP or IVV?
CSHP has an expense ratio of 0.20% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, CSHP or IVV?
Over the past year CSHP returned +3.65% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), CSHP annualized +4.11% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, CSHP or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 0.4% for CSHP. Worst drawdown: CSHP -0.5% vs IVV -56.5%.
Should I hold both CSHP and IVV?
CSHP and IVV have a monthly-return correlation of 0.00, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSHP and IVV?
CSHP and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, CSHP or IVV?
CSHP yields 4.00% while IVV yields 1.10%, so CSHP currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.