HYRM vs IVV
Xtrackers Risk Managed USD High Yield Strategy 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 508 holdings.
Side-by-Side Comparison
| Metric | HYRM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $4M | $907.0B | |
| Dividend Yield | 6.36% | 1.10% | |
| Holdings | 2 | 508 | |
| YTD Return | +1.43% | +12.71% | |
| 1Y Return | +8.32% | +21.89% | |
| 3Y Return (annualized) | +7.86% | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 8.1% | 15.1% | |
| Max Drawdown | -12.4% | -56.5% | |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Feb 10, 2022 | May 15, 2000 |
HYRM vs IVV Performance
Xtrackers Risk Managed USD High Yield Strategy ETF (HYRM) is a ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HYRM returned +8.32% while IVV returned +21.89%. Year to date, HYRM is up 1.43% versus a gain of 12.71% for IVV.
Over three years, HYRM compounded at +7.86% per year against +22.08% for IVV. Across the full 4-year window we track, IVV has the edge at +7.00% annualized vs +4.53%. 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 8.1% for HYRM. 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 -12.4% for HYRM 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HYRM charges 0.30% per year while IVV charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, HYRM currently yields 6.36% against 1.10% for IVV.
Holdings Overlap
HYRM 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, HYRM or IVV?
HYRM has an expense ratio of 0.30% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, HYRM or IVV?
Over the past year HYRM returned +8.32% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), HYRM annualized +4.53% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, HYRM or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 8.1% for HYRM. Worst drawdown: HYRM -12.4% vs IVV -56.5%.
Should I hold both HYRM and IVV?
HYRM and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYRM and IVV?
HYRM and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, HYRM or IVV?
HYRM yields 6.36% while IVV yields 1.10%, so HYRM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.