FHDG vs IVV

FHDG vs IVV

Which is better, FHDG or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): IVV

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

MetricFHDGIVV
Expense Ratio0.85%0.03%Best
AUM$71M$876.4B
Dividend Yield0.00%1.06%
Holdings10508
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionNov 15, 2024May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 6126 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and IVV through Sep 18, 2026.

Fees and Cost Over Time

FHDG charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 1.06% for IVV.

You are not choosing between two funds in isolation.

Whichever of FHDG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FHDGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FHDG or IVV?

FHDG has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option, by $82 a year on a $10,000 investment.

Which pays a higher dividend, FHDG or IVV?

FHDG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than FHDG?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.