HSBH vs IVV
HSBC Holdings PLC ADRhedged vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. HSBH delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | HSBH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $1M | $907.0B | |
| Dividend Yield | 2.38% | 1.10% | |
| Holdings | 2 | 508 | |
| YTD Return | +31.03% | +12.71% | |
| 1Y Return | +61.04% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 18.2% | 15.1% | |
| Max Drawdown | -20.7% | -56.5% | |
| Fund Family | ADRH | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | May 15, 2000 |
HSBH vs IVV Performance
HSBC Holdings PLC ADRhedged (HSBH) is a ETF from ADRH and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HSBH returned +61.04% while IVV returned +21.89%. Year to date, HSBH is up 31.03% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
HSBH has been the more volatile fund, with annualized monthly volatility of 18.2% 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 -20.7% for HSBH 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HSBH charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, HSBH currently yields 2.38% against 1.10% for IVV.
Holdings Overlap
HSBH and IVV share 0 holdings out of 507 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, HSBH or IVV?
HSBH has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, HSBH or IVV?
Over the past year HSBH returned +61.04% vs +21.89% for IVV, so HSBH leads on 1-year performance. Over the longest common window we track (2 years), HSBH annualized +57.89% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, HSBH or IVV?
HSBH has been the more volatile fund at 18.2% annualized versus 15.1% for IVV. Worst drawdown: HSBH -20.7% vs IVV -56.5%.
Should I hold both HSBH and IVV?
HSBH and IVV have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HSBH and IVV?
HSBH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, HSBH or IVV?
HSBH yields 2.38% while IVV yields 1.10%, so HSBH currently pays the higher dividend yield.
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