HFSP vs IVV
TradersAI Large Cap Equity & Cash 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 | HFSP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.03% | |
| AUM | $682,850.92 | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 4 | 508 | |
| YTD Return | -14.06% | +13.72% | |
| 1Y Return | -26.13% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 16.1% | 15.1% | |
| Max Drawdown | -37.7% | -56.5% | |
| Fund Family | TradersAI | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2024 | May 15, 2000 |
HFSP vs IVV Performance
TradersAI Large Cap Equity & Cash ETF (HFSP) is a ETF from TradersAI and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HFSP returned -26.13% while IVV returned +21.64%. Year to date, HFSP is down 14.06% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
HFSP has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -37.7% for HFSP 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 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HFSP charges 1.25% per year while IVV charges 0.03%. On a $10,000 position that is $125 vs $3 annually, a gap of $122 per year that compounds over a long holding period. On income, HFSP currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
HFSP and IVV share 0 holdings out of 506 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, HFSP or IVV?
HFSP has an expense ratio of 1.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $122 per year of difference.
Which performed better, HFSP or IVV?
Over the past year HFSP returned -26.13% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), HFSP annualized -19.45% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, HFSP or IVV?
HFSP has been the more volatile fund at 16.1% annualized versus 15.1% for IVV. Worst drawdown: HFSP -37.7% vs IVV -56.5%.
Should I hold both HFSP and IVV?
HFSP and IVV have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HFSP and IVV?
HFSP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, HFSP or IVV?
HFSP yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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