HERO vs IVV
Global X Video Games & Esports ETF vs iShares Core S&P 500 ETF
Which is better, HERO or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 55.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HERO | IVV |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $64M | $886.7B |
| Dividend Yield | 1.75% | 1.10% |
| Holdings | 45 | 508 |
| YTD Return | -8.57% | +12.70%Best |
| 1Y Return | -16.30% | +19.36%Best |
| 3Y Return (annualized) | +13.18% | +21.16%Best |
| 5Y Return (annualized) | -1.27% | +12.75%Best |
| Volatility (annualized) | 20.8% | 16.8%Best |
| Max Drawdown | -54.0% | -33.9%Best |
| $10,000 over 5 years | $9,381 | $18,221Best |
| Top 10 Weight | 55.9% | 37.9%Best |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Oct 25, 2019 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2019 to Sep 8, 2026 (6.9 years).
HERO vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.9 years both funds cover.
HERO vs IVV Performance
Global X Video Games & Esports ETF (HERO) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year HERO returned -16.30% while IVV returned +19.36%. Year to date, HERO is down 8.57% versus a gain of 12.70% for IVV.
Over three years, HERO compounded at +13.18% per year against +21.16% for IVV; over five years the annualized figures are -1.27% and +12.75% respectively. Across the full 7-year window we track, IVV has the edge at +15.73% annualized vs +9.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HERO has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 16.8% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
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
6.1% of HERO's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings HERO also owns.
HERO and IVV share little of their money.
1 positions in common, counted across the 40 positions we hold weights for in HERO and 504 in IVV, against full books of 45 and 508.
What only one of them owns
Our book lists 492 positions for IVV that do not appear in our book for HERO (99.2% of the fund), and 9 for HERO that do not appear in IVV (22.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HERO | Weight in IVV | Difference |
|---|---|---|---|
| TTWOTake-Two Interactive Software, Inc. | 6.12% | 0.06% | 6.06% |
You are not choosing between two funds in isolation.
Whichever of HERO and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $47 a year on a $10,000 investment.
Which performed better, HERO or IVV?
Over the past year HERO returned -16.30% vs +19.36% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), HERO annualized +9.94% vs +15.73% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HERO or IVV?
HERO has been the more volatile fund at 20.8% annualized versus 16.8% for IVV. Worst drawdown: HERO -54.0% vs IVV -33.9%.
Should I hold both HERO and IVV?
HERO and IVV have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HERO and IVV?
6.1% of HERO's money is in holdings IVV also owns. 0.1% of IVV's is in holdings HERO also owns. They hold 1 positions in common, counted across the 40 positions we hold weights for in HERO and 504 in IVV.
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.
Is IVV better than HERO?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 55.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.