HEAL vs IVV
Global X HealthTech 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 | HEAL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $32M | $907.0B | |
| Dividend Yield | 0.27% | 1.10% | |
| Holdings | 85 | 508 | |
| YTD Return | +4.15% | +12.71% | |
| 1Y Return | -2.29% | +21.89% | |
| 3Y Return (annualized) | +0.34% | +22.08% | |
| 5Y Return (annualized) | -10.69% | +12.96% | |
| Volatility (annualized) | 23.6% | 15.1% | |
| Max Drawdown | -65.8% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 29, 2020 | May 15, 2000 |
HEAL vs IVV Performance
Global X HealthTech ETF (HEAL) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HEAL returned -2.29% while IVV returned +21.89%. Year to date, HEAL is up 4.15% versus a gain of 12.71% for IVV.
Over three years, HEAL compounded at +0.34% per year against +22.08% for IVV; over five years the annualized figures are -10.69% and +12.96% respectively. Across the full 6-year window we track, IVV has the edge at +7.00% annualized vs -6.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HEAL has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -65.8% for HEAL 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HEAL 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, HEAL currently yields 0.27% against 1.10% for IVV.
Holdings Overlap
HEAL and IVV share 7 holdings out of 537 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HEAL or IVV?
HEAL has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, HEAL or IVV?
Over the past year HEAL returned -2.29% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), HEAL annualized -6.73% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, HEAL or IVV?
HEAL has been the more volatile fund at 23.6% annualized versus 15.1% for IVV. Worst drawdown: HEAL -65.8% vs IVV -56.5%.
Should I hold both HEAL and IVV?
HEAL and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HEAL and IVV?
HEAL and IVV share 7 common holdings with a 0.4% weight overlap. Combined, they hold 537 unique securities.
Which pays a higher dividend, HEAL or IVV?
HEAL yields 0.27% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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