HYDR vs IVV

HYDR vs IVV
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Quick Verdict

IVV has a lower expense ratio. HYDR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: HYDRMore Diversified: IVV

Side-by-Side Comparison

MetricHYDRIVVWinner
Expense Ratio0.50%0.03%
AUM$104M$907.0B
Dividend Yield3.25%1.10%
Holdings28508
YTD Return+28.62%+12.28%
1Y Return+81.20%+20.94%
3Y Return (annualized)+2.43%+21.81%
5Y Return (annualized)-15.80%+13.05%
Volatility (annualized)58.9%15.1%
Max Drawdown-89.3%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 12, 2021May 15, 2000

HYDR vs IVV Performance

Global X Hydrogen ETF (HYDR) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HYDR returned +81.20% while IVV returned +20.94%. Year to date, HYDR is up 28.62% versus a gain of 12.28% for IVV.

Over three years, HYDR compounded at +2.43% per year against +21.81% for IVV; over five years the annualized figures are -15.80% and +13.05% respectively. Across the full 5-year window we track, IVV has the edge at +6.98% annualized vs -17.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HYDR has been the more volatile fund, with annualized monthly volatility of 58.9% 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 -89.3% for HYDR 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HYDR charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HYDR currently yields 3.25% against 1.10% for IVV.

Holdings Overlap

0.2%overlap

HYDR and IVV share 2 holdings out of 528 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HYDRWeight in IVVDifference
APD3.04%0.10%2.94%
CMI2.79%0.14%2.65%

Frequently Asked Questions

Which is cheaper, HYDR or IVV?

HYDR has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, HYDR or IVV?

Over the past year HYDR returned +81.20% vs +20.94% for IVV, so HYDR leads on 1-year performance. Over the longest common window we track (5 years), HYDR annualized -17.06% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, HYDR or IVV?

HYDR has been the more volatile fund at 58.9% annualized versus 15.1% for IVV. Worst drawdown: HYDR -89.3% vs IVV -56.5%.

Should I hold both HYDR and IVV?

HYDR and IVV have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYDR and IVV?

HYDR and IVV share 2 common holdings with a 0.2% weight overlap. Combined, they hold 528 unique securities.

Which pays a higher dividend, HYDR or IVV?

HYDR yields 3.25% while IVV yields 1.10%, so HYDR currently pays the higher dividend yield.

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