HUSV vs IVV
First Trust Horizon Managed Volatility Domestic 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 | HUSV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $74M | $865.2B | |
| Dividend Yield | 1.37% | 1.09% | |
| Holdings | 101 | 508 | |
| YTD Return | +7.80% | +13.43% | |
| 1Y Return | +4.95% | +22.61% | |
| 3Y Return (annualized) | +9.61% | +21.47% | |
| 5Y Return (annualized) | +5.94% | +13.26% | |
| Volatility (annualized) | 13.2% | 15.1% | |
| Max Drawdown | -35.7% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 24, 2016 | May 15, 2000 |
HUSV vs IVV Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HUSV returned +4.95% while IVV returned +22.61%. Year to date, HUSV is up 7.80% versus a gain of 13.43% for IVV.
Over three years, HUSV compounded at +9.61% per year against +21.47% for IVV; over five years the annualized figures are +5.94% and +13.26% respectively. Across the full 10-year window we track, HUSV has the edge at +8.43% annualized vs +7.03%. 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 13.2% for HUSV. 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 -35.7% for HUSV 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HUSV charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, HUSV currently yields 1.37% against 1.09% for IVV.
Holdings Overlap
HUSV and IVV share 99 holdings out of 507 unique holdings combined, representing a 21.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HUSV or IVV?
HUSV has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, HUSV or IVV?
Over the past year HUSV returned +4.95% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), HUSV annualized +8.43% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, HUSV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs IVV -56.5%.
Should I hold both HUSV and IVV?
HUSV and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and IVV?
HUSV and IVV share 99 common holdings with a 21.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, HUSV or IVV?
HUSV yields 1.37% while IVV yields 1.09%, so HUSV currently pays the higher dividend yield.
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