HRSK vs IVV

HRSK vs IVV

Which is better, HRSK or IVV?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricHRSKIVV
Expense Ratio0.95%0.03%Best
AUM$34M$876.4B
Dividend Yield0.00%1.06%
Holdings123508
YTD Return-0.40%+12.51%Best
1Y Return-+17.57%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Fund FamilyTOEWS FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 15, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

HRSK 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

HRSK vs IVV Performance

Toews Agility Shares Hedged Risk ETF (HRSK) is an ETF from TOEWS Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, HRSK is down 0.40% versus a gain of 12.51% for IVV.

Past performance does not guarantee future results.

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 1.06% for IVV.

Holdings Overlap

IVV already in HRSK63.6%

At least 63.6% of IVV's money is in holdings HRSK also owns.

Stated as a floor: for HRSK, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

97 positions in common, counted across the 118 positions we hold weights for in HRSK and 505 in IVV, against full books of 123 and 508.

Top Shared Holdings

StockWeight in HRSKWeight in IVVDifference
AAPLApple, Inc3.53%6.86%3.33%
NVDANvidia Corp.1.50%7.98%6.48%
MSFTMicrosoft Corp 4.100 Feb 06 372.86%5.44%2.58%
AVGOBroadcom Inc4.57%2.98%1.59%
AMZNAmazon.Com Inc1.24%4.01%2.77%
GOOGLAlphabet A Usd 0.0010.91%3.19%2.28%
JPMJpmorgan Chase & Co.1.87%1.45%0.42%
GOOGAlphabet Inc0.37%2.56%2.19%
METAMeta Platforms, Inc.0.59%1.94%1.35%
WMTWalmart, Inc.1.17%0.74%0.43%

63.6% of IVV is already inside HRSK.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HRSKIVV

Free for up to 10 holdings. No account needed.

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, by $92 a year on a $10,000 investment.

What is the holdings overlap between HRSK and IVV?

At least 63.6% of IVV's money is in holdings HRSK also owns. Our book for HRSK is partial, so the real figure is this or higher. They hold 97 positions in common, counted across the 118 positions we hold weights for in HRSK and 505 in IVV.

Which pays a higher dividend, HRSK or IVV?

HRSK yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than HRSK?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.