EHLS vs IVV
Even Herd Long Short ETF vs iShares Core S&P 500 ETF
Which is better, EHLS or IVV?
Long-Short Strategy against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | EHLS | IVV |
|---|---|---|
| Expense Ratio | 3.35% | 0.03%Best |
| AUM | $58M | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 235 | 508 |
| YTD Return | +8.13% | +12.39%Best |
| 1Y Return | +11.26% | +16.61%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 14.5% | 11.8%Best |
| Max Drawdown | -19.0% | -18.8%Best |
| $10,000 over 2.5 years | $13,213 | $15,235Best |
| Fund Family | EVENHERD | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Long-Short Strategy | Large Cap Blend |
| Inception | Apr 1, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 2, 2024 to Sep 18, 2026 (2.5 years).
EHLS 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 2.5 years both funds cover.
EHLS vs IVV Performance
Even Herd Long Short ETF (EHLS) is an ETF from EVENHERD and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EHLS returned +11.26% while IVV returned +16.61%. Year to date, EHLS is up 8.13% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EHLS has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 11.8% 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 -19.0% for EHLS 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EHLS charges 3.35% per year while IVV charges 0.03%. On a $10,000 position that is $335 vs $3 annually, a gap of $332 per year that compounds over a long holding period. On income, EHLS currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
At least 12.1% of IVV's money is in holdings EHLS also owns.
Only one direction is shown: for EHLS, our book for it lists positions totalling 120.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
IVV and EHLS share little of their money.
41 positions in common, counted across the 230 positions we hold weights for in EHLS and 490 in IVV, against full books of 235 and 508.
Top Shared Holdings
| Stock | Weight in EHLS | Weight in IVV | Difference |
|---|---|---|---|
| GOOGLAlphabet Inc,class A | 1.67% | 3.00% | 1.33% |
| AVGOBroadcom Inc | 0.46% | 2.65% | 2.19% |
| MUMicron Technology, Inc. | 0.56% | 1.63% | 1.07% |
| CASYCaseys General | 1.61% | 0.04% | 1.57% |
| WELLWelltower, Inc. | 1.39% | 0.25% | 1.14% |
| HWMHowmet Aerospace Inc. | 0.97% | 0.15% | 0.82% |
| LRCXLam Research Corp | 0.48% | 0.57% | 0.09% |
| CRWDCrowdstrike Holdings Inc | 0.66% | 0.35% | 0.31% |
| VLOValero Energy | 0.79% | 0.16% | 0.63% |
| CATCaterpillar, Inc. | 0.40% | 0.55% | 0.15% |
You are not choosing between two funds in isolation.
Whichever of EHLS and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EHLS or IVV?
EHLS has an expense ratio of 3.35% while IVV charges 0.03%. IVV is the cheaper option, by $332 a year on a $10,000 investment.
Which performed better, EHLS or IVV?
Over the past year EHLS returned +11.26% vs +16.61% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EHLS or IVV?
EHLS has been the more volatile fund at 14.5% annualized versus 11.8% for IVV. Worst drawdown: EHLS -19.0% vs IVV -18.8%.
Should I hold both EHLS and IVV?
EHLS and IVV have a monthly-return correlation of 0.66, 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 EHLS and IVV?
At least 12.1% of IVV's money is in holdings EHLS also owns. Our book for EHLS is partial, so the real figure is this or higher. They hold 41 positions in common, counted across the 230 positions we hold weights for in EHLS and 490 in IVV.
Which pays a higher dividend, EHLS or IVV?
EHLS yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than EHLS?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.