IRVH vs IVV
Global X Interest Rate Volatility & Inflation Hedge ETF vs iShares Core S&P 500 ETF
Which is better, IRVH or IVV?
Multi Alternative against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IRVH | IVV |
|---|---|---|
| Expense Ratio | 0.45% | 0.03%Best |
| AUM | $1M | $876.4B |
| Dividend Yield | 5.73% | 1.06% |
| Holdings | 43 | 508 |
| YTD Return | -5.78% | +12.01%Best |
| 1Y Return | -6.47% | +16.48%Best |
| 3Y Return (annualized) | +0.10% | +21.21%Best |
| 5Y Return (annualized) | - | +12.95% |
| Volatility (annualized) | 8.1%Best | 14.3% |
| Max Drawdown | -15.0%Best | -18.8% |
| $10,000 over 4.2 years | $9,007 | $21,036Best |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Jul 5, 2022 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jul 6, 2022 to Sep 14, 2026 (4.2 years).
IRVH vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.2 years both funds cover.
IRVH vs IVV Performance
Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IRVH returned -6.47% while IVV returned +16.48%. Year to date, IRVH is down 5.78% versus a gain of 12.01% for IVV.
Over three years, IRVH compounded at +0.10% per year against +21.21% for IVV. Across the full 4-year window we track, IVV has the edge at +19.37% annualized vs -2.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 8.1% for IRVH. 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 -15.0% for IRVH and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IRVH charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, IRVH currently yields 5.73% against 1.06% for IVV.
You are not choosing between two funds in isolation.
Whichever of IRVH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IRVH or IVV?
IRVH has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, IRVH or IVV?
Over the past year IRVH returned -6.47% vs +16.48% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IRVH annualized -2.46% vs +19.37% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IRVH or IVV?
IVV has been the more volatile fund at 14.3% annualized versus 8.1% for IRVH. Worst drawdown: IRVH -15.0% vs IVV -18.8%.
Should I hold both IRVH and IVV?
IRVH and IVV have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IRVH or IVV?
IRVH yields 5.73% while IVV yields 1.06%, so IRVH currently pays the higher dividend yield.
Is IVV better than IRVH?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.