Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricHCOMIVVWinner
Expense Ratio0.59%0.03%
AUM$9M$865.2B
Dividend Yield10.95%1.09%
Holdings55508
YTD Return+0.71%+13.80%
1Y Return-4.90%+23.70%
3Y Return (annualized)-6.95%+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)14.7%15.1%
Max Drawdown-28.8%-56.5%
Fund FamilyHartford FundsiShares by BlackRock (US)
CategoryCommodityEquity
InceptionSep 14, 2021May 15, 2000

HCOM vs IVV Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HCOM returned -4.90% while IVV returned +23.70%. Year to date, HCOM is up 0.71% versus a gain of 13.80% for IVV.

Over three years, HCOM compounded at -6.95% per year against +21.49% for IVV. Across the full 4-year window we track, IVV has the edge at +7.05% annualized vs +0.68%. 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 14.7% for HCOM. 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 -28.8% for HCOM 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOM charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, HCOM or IVV?

HCOM has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, HCOM or IVV?

Over the past year HCOM returned -4.90% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, HCOM or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 14.7% for HCOM. Worst drawdown: HCOM -28.8% vs IVV -56.5%.

Should I hold both HCOM and IVV?

HCOM and IVV have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, HCOM or IVV?

HCOM yields 10.95% while IVV yields 1.09%, so HCOM currently pays the higher dividend yield.

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