HRSK vs IVV

HRSK vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricHRSKIVVWinner
Expense Ratio0.95%0.03%
AUM$35M$907.0B
Dividend Yield0.00%1.10%
Holdings123508
YTD Return+0.19%+12.71%
1Y Return-+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)-15.1%
Max Drawdown-2.3%-56.5%
Fund FamilyTOEWS FundsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 15, 2026May 15, 2000

HRSK vs IVV Performance

Toews Agility Shares Hedged Risk ETF (HRSK) is a ETF from TOEWS Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, HRSK is up 0.19% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.3% for HRSK and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

HRSK charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, HRSK currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

28.1%overlap

HRSK and IVV share 95 holdings out of 527 unique holdings combined, representing a 28.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HRSKWeight in IVVDifference
AAPL3.61%7.44%3.83%
NVDA1.36%7.76%6.40%
AVGO4.57%2.83%1.74%
MSFTProProPro
AMZNProProPro
GOOGLProProPro
JPMProProPro
GOOGProProPro
METAProProPro
WMTProProPro
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Frequently Asked Questions

Which is cheaper, HRSK or IVV?

HRSK has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

What is the holdings overlap between HRSK and IVV?

HRSK and IVV share 95 common holdings with a 28.1% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, HRSK or IVV?

HRSK yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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