HYSD vs IVV
Columbia Short Duration High Yield ETF vs iShares Core S&P 500 ETF
Which is better, HYSD or IVV?
Investment Grade Bond against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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
| Metric | HYSD | IVV |
|---|---|---|
| Expense Ratio | 0.44% | 0.03%Best |
| AUM | $105M | $882.6B |
| Dividend Yield | 5.86% | 1.06% |
| Holdings | 575 | 508 |
| YTD Return | +0.60% | +13.60%Best |
| 1Y Return | +1.75% | +16.32%Best |
| 3Y Return (annualized) | - | +23.81% |
| 5Y Return (annualized) | - | +14.03% |
| Volatility (annualized) | 2.5%Best | 12.4% |
| Max Drawdown | -2.7%Best | -18.8% |
| $10,000 over 2.1 years | $10,902 | $14,463Best |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Sep 5, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 5, 2024 to Oct 2, 2026 (2.1 years).
HYSD 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 covers the 2.1 years both funds cover.
HYSD vs IVV Performance
Columbia Short Duration High Yield ETF (HYSD) is an ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year HYSD returned +1.75% while IVV returned +16.32%. Year to date, HYSD is up 0.60% versus a gain of 13.60% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 2.5% for HYSD. 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 -2.7% for HYSD and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HYSD charges 0.44% per year while IVV charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, HYSD currently yields 5.86% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 243 holdings in HYSD and 505 in IVV, totalling 82.3% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 243 positions we hold weights for in HYSD and 505 in IVV, against full books of 575 and 508.
You are not choosing between two funds in isolation.
Whichever of HYSD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HYSD or IVV?
HYSD has an expense ratio of 0.44% while IVV charges 0.03%. IVV is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, HYSD or IVV?
Over the past year HYSD returned +1.75% vs +16.32% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), HYSD annualized +4.20% vs +19.21% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HYSD or IVV?
IVV has been the more volatile fund at 12.4% annualized versus 2.5% for HYSD. Worst drawdown: HYSD -2.7% vs IVV -18.8%.
Should I hold both HYSD and IVV?
HYSD and IVV have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HYSD or IVV?
HYSD yields 5.86% while IVV yields 1.06%, so HYSD currently pays the higher dividend yield.
Is IVV better than HYSD?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.