HBRD vs IVV
Invesco US Hybrid Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | HBRD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $15M | $907.0B | |
| Dividend Yield | 2.51% | 1.10% | |
| Holdings | 183 | 508 | |
| YTD Return | -0.59% | +12.39% | |
| 1Y Return | - | +20.24% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +12.84% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.9% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Feb 25, 2026 | May 15, 2000 |
HBRD vs IVV Performance
Invesco US Hybrid Bond ETF (HBRD) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, HBRD is down 0.59% versus a gain of 12.39% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for HBRD and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
HBRD 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, HBRD currently yields 2.51% against 1.10% for IVV.
Holdings Overlap
HBRD and IVV share 1 holdings out of 635 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HBRD | Weight in IVV | Difference |
|---|---|---|---|
| CNP | 0.48% | 0.04% | 0.44% |
Frequently Asked Questions
Which is cheaper, HBRD or IVV?
HBRD 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.
What is the holdings overlap between HBRD and IVV?
HBRD and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 635 unique securities.
Which pays a higher dividend, HBRD or IVV?
HBRD yields 2.51% while IVV yields 1.10%, so HBRD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.