IHF vs IVV
iShares US Health Care Providers ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IHF delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IHF | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $1.2B | $865.2B | |
| Dividend Yield | 0.95% | 1.09% | |
| Holdings | 64 | 508 | |
| YTD Return | +16.93% | +13.43% | |
| 1Y Return | +33.83% | +22.61% | |
| 3Y Return (annualized) | +3.59% | +21.47% | |
| 5Y Return (annualized) | +2.32% | +13.26% | |
| Volatility (annualized) | 19.5% | 15.1% | |
| Max Drawdown | -58.8% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2006 | May 15, 2000 |
IHF vs IVV Performance
iShares US Health Care Providers ETF (IHF) 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 IHF returned +33.83% while IVV returned +22.61%. Year to date, IHF is up 16.93% versus a gain of 13.43% for IVV.
Over three years, IHF compounded at +3.59% per year against +21.47% for IVV; over five years the annualized figures are +2.32% and +13.26% respectively. Across the full 20-year window we track, IHF has the edge at +9.26% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IHF has been the more volatile fund, with annualized monthly volatility of 19.5% 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 -58.8% for IHF 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
IHF charges 0.38% per year while IVV charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, IHF currently yields 0.95% against 1.09% for IVV.
Holdings Overlap
IHF and IVV share 13 holdings out of 553 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IHF or IVV?
IHF has an expense ratio of 0.38% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IHF or IVV?
Over the past year IHF returned +33.83% vs +22.61% for IVV, so IHF leads on 1-year performance. Over the longest common window we track (20 years), IHF annualized +9.26% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, IHF or IVV?
IHF has been the more volatile fund at 19.5% annualized versus 15.1% for IVV. Worst drawdown: IHF -58.8% vs IVV -56.5%.
Should I hold both IHF and IVV?
IHF 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 IHF and IVV?
IHF and IVV share 13 common holdings with a 1.5% weight overlap. Combined, they hold 553 unique securities.
Which pays a higher dividend, IHF or IVV?
IHF yields 0.95% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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