HAIL vs IVV
State Street SPDR S&P Kensho Smart Mobility 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 | HAIL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $20M | $907.0B | |
| Dividend Yield | 1.74% | 1.10% | |
| Holdings | 88 | 508 | |
| YTD Return | +7.30% | +12.28% | |
| 1Y Return | +16.02% | +20.94% | |
| 3Y Return (annualized) | +7.04% | +21.81% | |
| 5Y Return (annualized) | -5.52% | +13.05% | |
| Volatility (annualized) | 32.6% | 15.1% | |
| Max Drawdown | -66.3% | -56.5% | |
| Fund Family | State Street Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 18, 2017 | May 15, 2000 |
HAIL vs IVV Performance
State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) is a ETF from State Street Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HAIL returned +16.02% while IVV returned +20.94%. Year to date, HAIL is up 7.30% versus a gain of 12.28% for IVV.
Over three years, HAIL compounded at +7.04% per year against +21.81% for IVV; over five years the annualized figures are -5.52% and +13.05% respectively. Across the full 9-year window we track, IVV has the edge at +6.98% annualized vs +3.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAIL has been the more volatile fund, with annualized monthly volatility of 32.6% 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 -66.3% for HAIL 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HAIL charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, HAIL currently yields 1.74% against 1.10% for IVV.
Holdings Overlap
HAIL and IVV share 15 holdings out of 578 unique holdings combined, representing a 5.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HAIL or IVV?
HAIL has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, HAIL or IVV?
Over the past year HAIL returned +16.02% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), HAIL annualized +3.57% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, HAIL or IVV?
HAIL has been the more volatile fund at 32.6% annualized versus 15.1% for IVV. Worst drawdown: HAIL -66.3% vs IVV -56.5%.
Should I hold both HAIL and IVV?
HAIL and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HAIL and IVV?
HAIL and IVV share 15 common holdings with a 5.0% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, HAIL or IVV?
HAIL yields 1.74% while IVV yields 1.10%, so HAIL currently pays the higher dividend yield.
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