HBR vs IVV

HBR vs IVV

Which is better, HBR or IVV?

Single Currency 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

MetricHBRIVV
Expense Ratio0.50%0.03%Best
AUM$55M$876.4B
Dividend Yield0.00%1.06%
Holdings2508
YTD Return-23.77%+13.23%Best
1Y Return-53.61%+17.38%Best
3Y Return (annualized)-+22.67%
5Y Return (annualized)-+13.13%
Fund FamilyCanary Capital Group LLCiShares by BlackRock (US)
CategoryAlternativeEquity
StyleSingle CurrencyLarge Cap Blend
InceptionOct 28, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

HBR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

HBR vs IVV Performance

Canary HBAR ETF (HBR) is an ETF from Canary Capital Group LLC and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year HBR returned -53.61% while IVV returned +17.38%. Year to date, HBR is down 23.77% versus a gain of 13.23% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

HBR charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HBR currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in HBR and 490 in IVV, totalling 100.0% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in HBR and 490 in IVV, against full books of 2 and 508.

You are not choosing between two funds in isolation.

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

HBRIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HBR or IVV?

HBR has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, HBR or IVV?

Over the past year HBR returned -53.61% vs +17.38% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, HBR or IVV?

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

Is IVV better than HBR?

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.