IHAK vs IVV
iShares Cybersecurity and Tech ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IHAK delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IHAK | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $1.1B | $907.0B | |
| Dividend Yield | 0.07% | 1.10% | |
| Holdings | 49 | 508 | |
| YTD Return | +33.15% | +12.28% | |
| 1Y Return | +24.25% | +20.94% | |
| 3Y Return (annualized) | +18.72% | +21.81% | |
| 5Y Return (annualized) | +8.17% | +13.05% | |
| Volatility (annualized) | 20.7% | 15.1% | |
| Max Drawdown | -34.4% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 11, 2019 | May 15, 2000 |
IHAK vs IVV Performance
iShares Cybersecurity and Tech ETF (IHAK) 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 IHAK returned +24.25% while IVV returned +20.94%. Year to date, IHAK is up 33.15% versus a gain of 12.28% for IVV.
Over three years, IHAK compounded at +18.72% per year against +21.81% for IVV; over five years the annualized figures are +8.17% and +13.05% respectively. Across the full 7-year window we track, IHAK has the edge at +13.75% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IHAK has been the more volatile fund, with annualized monthly volatility of 20.7% 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 -34.4% for IHAK 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IHAK charges 0.47% per year while IVV charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, IHAK currently yields 0.07% against 1.10% for IVV.
Holdings Overlap
IHAK and IVV share 5 holdings out of 535 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IHAK or IVV?
IHAK has an expense ratio of 0.47% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, IHAK or IVV?
Over the past year IHAK returned +24.25% vs +20.94% for IVV, so IHAK leads on 1-year performance. Over the longest common window we track (7 years), IHAK annualized +13.75% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, IHAK or IVV?
IHAK has been the more volatile fund at 20.7% annualized versus 15.1% for IVV. Worst drawdown: IHAK -34.4% vs IVV -56.5%.
Should I hold both IHAK and IVV?
IHAK and IVV have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IHAK and IVV?
IHAK and IVV share 5 common holdings with a 1.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, IHAK or IVV?
IHAK yields 0.07% while IVV yields 1.10%, so IVV 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.