IHD vs IVV
Voya Emerging Markets High Dividend Equity Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IHD delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IHD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.03% | |
| AUM | $108M | $865.2B | |
| Dividend Yield | 8.24% | 1.09% | |
| Holdings | 627 | 508 | |
| YTD Return | +21.60% | +13.43% | |
| 1Y Return | +36.96% | +22.61% | |
| 3Y Return (annualized) | +26.40% | +21.47% | |
| 5Y Return (annualized) | +11.75% | +13.26% | |
| Volatility (annualized) | 19.4% | 15.1% | |
| Max Drawdown | -76.8% | -56.5% | |
| Fund Family | Voya Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 26, 2011 | May 15, 2000 |
IHD vs IVV Performance
Voya Emerging Markets High Dividend Equity Fund (IHD) is a ETF from Voya Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IHD returned +36.96% while IVV returned +22.61%. Year to date, IHD is up 21.60% versus a gain of 13.43% for IVV.
Over three years, IHD compounded at +26.40% per year against +21.47% for IVV; over five years the annualized figures are +11.75% and +13.26% respectively. Across the full 15-year window we track, IVV has the edge at +7.03% annualized vs -2.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IHD has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -76.8% for IHD 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IHD charges 0.77% per year while IVV charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, IHD currently yields 8.24% against 1.09% for IVV.
Holdings Overlap
IHD and IVV share 0 holdings out of 811 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, IHD or IVV?
IHD has an expense ratio of 0.77% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, IHD or IVV?
Over the past year IHD returned +36.96% vs +22.61% for IVV, so IHD leads on 1-year performance. Over the longest common window we track (15 years), IHD annualized -2.47% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, IHD or IVV?
IHD has been the more volatile fund at 19.4% annualized versus 15.1% for IVV. Worst drawdown: IHD -76.8% vs IVV -56.5%.
Should I hold both IHD and IVV?
IHD and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IHD and IVV?
IHD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 811 unique securities.
Which pays a higher dividend, IHD or IVV?
IHD yields 8.24% while IVV yields 1.09%, so IHD 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.