HERO vs IVV

HERO vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricHEROIVVWinner
Expense Ratio0.50%0.03%
AUM$67M$907.0B
Dividend Yield1.75%1.10%
Holdings88508
YTD Return-8.14%+13.22%
1Y Return-15.37%+21.62%
3Y Return (annualized)+14.25%+22.17%
5Y Return (annualized)+0.08%+13.42%
Volatility (annualized)20.9%15.1%
Max Drawdown-54.0%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 25, 2019May 15, 2000

HERO vs IVV Performance

Global X Video Games & Esports ETF (HERO) 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 HERO returned -15.37% while IVV returned +21.62%. Year to date, HERO is down 8.14% versus a gain of 13.22% for IVV.

Over three years, HERO compounded at +14.25% per year against +22.17% for IVV; over five years the annualized figures are +0.08% and +13.42% respectively. Across the full 7-year window we track, HERO has the edge at +10.10% annualized vs +7.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HERO has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -54.0% for HERO 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HERO 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, HERO currently yields 1.75% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

HERO and IVV share 2 holdings out of 541 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HEROWeight in IVVDifference
TTWO7.79%0.06%7.73%
EA7.56%0.07%7.49%

Frequently Asked Questions

Which is cheaper, HERO or IVV?

HERO 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, HERO or IVV?

Over the past year HERO returned -15.37% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), HERO annualized +10.10% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, HERO or IVV?

HERO has been the more volatile fund at 20.9% annualized versus 15.1% for IVV. Worst drawdown: HERO -54.0% vs IVV -56.5%.

Should I hold both HERO and IVV?

HERO and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HERO and IVV?

HERO and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 541 unique securities.

Which pays a higher dividend, HERO or IVV?

HERO yields 1.75% while IVV yields 1.10%, so HERO currently pays the higher dividend yield.

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