HKND vs IVV

HKND vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. HKND offers more diversification with 1,001 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: HKND

Side-by-Side Comparison

MetricHKNDIVVWinner
Expense Ratio0.11%0.03%
AUM$142M$907.0B
Dividend Yield2.12%1.10%
Holdings1,001508
YTD Return+12.19%+14.29%
1Y Return+5.80%+21.79%
3Y Return (annualized)+10.05%+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)13.7%15.1%
Max Drawdown-19.0%-56.5%
Fund FamilyHumankindiShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 24, 2021May 15, 2000

HKND vs IVV Performance

Humankind US Stock ETF (HKND) is a ETF from Humankind and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HKND returned +5.80% while IVV returned +21.79%. Year to date, HKND is up 12.19% versus a gain of 14.29% for IVV.

Over three years, HKND compounded at +10.05% per year against +22.19% for IVV. Across the full 5-year window we track, HKND has the edge at +8.92% annualized vs +7.06%. 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 13.7% for HKND. 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 -19.0% for HKND 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

HKND charges 0.11% per year while IVV charges 0.03%. On a $10,000 position that is $11 vs $3 annually, a gap of $8 per year that compounds over a long holding period. On income, HKND currently yields 2.12% against 1.10% for IVV.

Holdings Overlap

34.1%overlap

HKND and IVV share 342 holdings out of 1121 unique holdings combined, representing a 34.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HKNDWeight in IVVDifference
AAPL2.63%7.44%4.81%
NVDA0.10%7.76%7.66%
GOOGL4.54%3.15%1.39%
MSFTProProPro
AMZNProProPro
LLYProProPro
ADMProProPro
JNJProProPro
ABBVProProPro
INTCProProPro
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Frequently Asked Questions

Which is cheaper, HKND or IVV?

HKND has an expense ratio of 0.11% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, HKND or IVV?

Over the past year HKND returned +5.80% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), HKND annualized +8.92% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, HKND or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 13.7% for HKND. Worst drawdown: HKND -19.0% vs IVV -56.5%.

Should I hold both HKND and IVV?

HKND and IVV have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between HKND and IVV?

HKND and IVV share 342 common holdings with a 34.1% weight overlap. Combined, they hold 1121 unique securities.

Which pays a higher dividend, HKND or IVV?

HKND yields 2.12% while IVV yields 1.10%, so HKND currently pays the higher dividend yield.

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