HYTR vs IVV
Counterpoint High Yield Trend 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 | HYTR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $289M | $865.2B | |
| Dividend Yield | 5.74% | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | +1.16% | +14.50% | |
| 1Y Return | +3.71% | +22.02% | |
| 3Y Return (annualized) | +6.23% | +21.80% | |
| 5Y Return (annualized) | +2.09% | +13.37% | |
| Volatility (annualized) | 5.3% | 15.1% | |
| Max Drawdown | -14.2% | -56.5% | |
| Fund Family | Counterpoint Mutual Funds | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 22, 2020 | May 15, 2000 |
HYTR vs IVV Performance
Counterpoint High Yield Trend ETF (HYTR) is a ETF from Counterpoint Mutual Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HYTR returned +3.71% while IVV returned +22.02%. Year to date, HYTR is up 1.16% versus a gain of 14.50% for IVV.
Over three years, HYTR compounded at +6.23% per year against +21.80% for IVV; over five years the annualized figures are +2.09% and +13.37% respectively. Across the full 7-year window we track, IVV has the edge at +7.07% annualized vs +1.31%. 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 5.3% for HYTR. 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 -14.2% for HYTR 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HYTR charges 0.88% per year while IVV charges 0.03%. On a $10,000 position that is $88 vs $3 annually, a gap of $85 per year that compounds over a long holding period. On income, HYTR currently yields 5.74% against 1.09% for IVV.
Holdings Overlap
HYTR and IVV share 0 holdings out of 506 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, HYTR or IVV?
HYTR has an expense ratio of 0.88% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $85 per year of difference.
Which performed better, HYTR or IVV?
Over the past year HYTR returned +3.71% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), HYTR annualized +1.31% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, HYTR or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 5.3% for HYTR. Worst drawdown: HYTR -14.2% vs IVV -56.5%.
Should I hold both HYTR and IVV?
HYTR and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYTR and IVV?
HYTR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, HYTR or IVV?
HYTR yields 5.74% while IVV yields 1.09%, so HYTR currently pays the higher dividend yield.
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