HYXF vs IVV
iShares ESG Advanced High Yield Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. HYXF offers more diversification with 610 holdings.
Side-by-Side Comparison
| Metric | HYXF | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $195M | $907.0B | |
| Dividend Yield | 6.08% | 1.10% | |
| Holdings | 610 | 508 | |
| YTD Return | +1.93% | +12.71% | |
| 1Y Return | +4.79% | +21.89% | |
| 3Y Return (annualized) | +8.84% | +22.08% | |
| 5Y Return (annualized) | +3.57% | +12.96% | |
| Volatility (annualized) | 6.7% | 15.1% | |
| Max Drawdown | -19.1% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 14, 2016 | May 15, 2000 |
HYXF vs IVV Performance
iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HYXF returned +4.79% while IVV returned +21.89%. Year to date, HYXF is up 1.93% versus a gain of 12.71% for IVV.
Over three years, HYXF compounded at +8.84% per year against +22.08% for IVV; over five years the annualized figures are +3.57% and +12.96% respectively. Across the full 10-year window we track, IVV has the edge at +7.00% annualized vs +2.47%. 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 6.7% for HYXF. 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 -19.1% for HYXF 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HYXF charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, HYXF currently yields 6.08% against 1.10% for IVV.
Holdings Overlap
HYXF and IVV share 1 holdings out of 984 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HYXF | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 2.77% | 0.15% | 2.62% |
Frequently Asked Questions
Which is cheaper, HYXF or IVV?
HYXF has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, HYXF or IVV?
Over the past year HYXF returned +4.79% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), HYXF annualized +2.47% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, HYXF or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 6.7% for HYXF. Worst drawdown: HYXF -19.1% vs IVV -56.5%.
Should I hold both HYXF and IVV?
HYXF and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYXF and IVV?
HYXF and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 984 unique securities.
Which pays a higher dividend, HYXF or IVV?
HYXF yields 6.08% while IVV yields 1.10%, so HYXF currently pays the higher dividend yield.
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