HEDG vs IVV
Equable Shares Hedged Equity 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 | HEDG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.96% | 0.03% | |
| AUM | $436M | $907.0B | |
| Dividend Yield | 2.32% | 1.10% | |
| Holdings | 10 | 508 | |
| YTD Return | +5.67% | +13.51% | |
| 1Y Return | - | +20.65% | |
| 3Y Return (annualized) | - | +21.94% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -3.9% | -56.5% | |
| Fund Family | Equable Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 13, 2025 | May 15, 2000 |
HEDG vs IVV Performance
Equable Shares Hedged Equity ETF (HEDG) is a ETF from Equable Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, HEDG is up 5.67% versus a gain of 13.51% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.9% for HEDG 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
HEDG charges 0.96% per year while IVV charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, HEDG currently yields 2.32% against 1.10% for IVV.
Holdings Overlap
HEDG and IVV share 0 holdings out of 510 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HEDG or IVV?
HEDG has an expense ratio of 0.96% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
What is the holdings overlap between HEDG and IVV?
HEDG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, HEDG or IVV?
HEDG yields 2.32% while IVV yields 1.10%, so HEDG currently pays the higher dividend yield.
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