HECA vs IVV

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

MetricHECAIVVWinner
Expense Ratio1.02%0.03%
AUM$289M$865.2B
Dividend Yield2.04%1.09%
Holdings22508
YTD Return-0.48%+13.80%
1Y Return+11.32%+23.70%
3Y Return (annualized)-+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)12.4%15.1%
Max Drawdown-12.8%-56.5%
Fund FamilyHedgeye Asset ManagementiShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionJun 30, 2025May 15, 2000

HECA vs IVV Performance

Hedgeye Capital Allocation ETF (HECA) is a ETF from Hedgeye Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HECA returned +11.32% while IVV returned +23.70%. Year to date, HECA is down 0.48% versus a gain of 13.80% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% for HECA. 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 -12.8% for HECA 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HECA charges 1.02% per year while IVV charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, HECA currently yields 2.04% against 1.09% for IVV.

Holdings Overlap

39.2%overlap

HECA and IVV share 35 holdings out of 518 unique holdings combined, representing a 39.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HECAWeight in IVVDifference
AAPL9.50%7.44%2.06%
NVDA6.67%7.76%1.09%
AMZN4.18%3.75%0.43%
MSFTProProPro
GOOGLProProPro
LLYProProPro
JPM:USProProPro
AMDProProPro
VProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, HECA or IVV?

HECA has an expense ratio of 1.02% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, HECA or IVV?

Over the past year HECA returned +11.32% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), HECA annualized +11.44% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, HECA or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 12.4% for HECA. Worst drawdown: HECA -12.8% vs IVV -56.5%.

Should I hold both HECA and IVV?

HECA and IVV have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HECA and IVV?

HECA and IVV share 35 common holdings with a 39.2% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, HECA or IVV?

HECA yields 2.04% while IVV yields 1.09%, so HECA currently pays the higher dividend yield.

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