HFND vs IVV
Unlimited HFND Multi-Strategy Return Tracker 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 505 holdings.
Side-by-Side Comparison
| Metric | HFND | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.07% | 0.03% | |
| AUM | $36M | $865.2B | |
| Dividend Yield | 3.52% | 1.09% | |
| Holdings | 47 | 508 | |
| YTD Return | +9.51% | +14.50% | |
| 1Y Return | +13.49% | +22.02% | |
| 3Y Return (annualized) | +9.84% | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 7.4% | 15.1% | |
| Max Drawdown | -13.3% | -56.5% | |
| Fund Family | Unlimited Funds | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 10, 2022 | May 15, 2000 |
HFND vs IVV Performance
Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) is a ETF from Unlimited Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HFND returned +13.49% while IVV returned +22.02%. Year to date, HFND is up 9.51% versus a gain of 14.50% for IVV.
Over three years, HFND compounded at +9.84% per year against +21.80% for IVV. Across the full 4-year window we track, HFND has the edge at +8.55% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.4% for HFND. 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 -13.3% for HFND 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HFND charges 1.07% per year while IVV charges 0.03%. On a $10,000 position that is $107 vs $3 annually, a gap of $104 per year that compounds over a long holding period. On income, HFND currently yields 3.52% against 1.09% for IVV.
Holdings Overlap
HFND and IVV share 0 holdings out of 533 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, HFND or IVV?
HFND has an expense ratio of 1.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, HFND or IVV?
Over the past year HFND returned +13.49% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), HFND annualized +8.55% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, HFND or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.4% for HFND. Worst drawdown: HFND -13.3% vs IVV -56.5%.
Should I hold both HFND and IVV?
HFND and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HFND and IVV?
HFND and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 533 unique securities.
Which pays a higher dividend, HFND or IVV?
HFND yields 3.52% while IVV yields 1.09%, so HFND currently pays the higher dividend yield.
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