GHYG vs IVV

GHYG vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. GHYG offers more diversification with 1,730 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: GHYG

Side-by-Side Comparison

MetricGHYGIVVWinner
Expense Ratio0.40%0.03%
AUM$198M$907.0B
Dividend Yield6.29%1.10%
Holdings1,730508
YTD Return-1.64%+12.71%
1Y Return+0.56%+21.89%
3Y Return (annualized)+7.48%+22.08%
5Y Return (annualized)+2.79%+12.96%
Volatility (annualized)8.0%15.1%
Max Drawdown-52.4%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionApr 3, 2012May 15, 2000

GHYG vs IVV Performance

iShares US & International High Yield Corp Bond ETF (GHYG) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GHYG returned +0.56% while IVV returned +21.89%. Year to date, GHYG is down 1.64% versus a gain of 12.71% for IVV.

Over three years, GHYG compounded at +7.48% per year against +22.08% for IVV; over five years the annualized figures are +2.79% and +12.96% respectively. Across the full 14-year window we track, IVV has the edge at +7.00% annualized vs +4.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.0% for GHYG. 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 -52.4% for GHYG 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GHYG charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, GHYG currently yields 6.29% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

GHYG and IVV share 1 holdings out of 1512 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GHYGWeight in IVVDifference
XTSLA1.03%0.15%0.88%

Frequently Asked Questions

Which is cheaper, GHYG or IVV?

GHYG has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, GHYG or IVV?

Over the past year GHYG returned +0.56% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), GHYG annualized +4.24% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, GHYG or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 8.0% for GHYG. Worst drawdown: GHYG -52.4% vs IVV -56.5%.

Should I hold both GHYG and IVV?

GHYG and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GHYG and IVV?

GHYG and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1512 unique securities.

Which pays a higher dividend, GHYG or IVV?

GHYG yields 6.29% while IVV yields 1.10%, so GHYG currently pays the higher dividend yield.

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