ISHP vs IVV
First Trust S-Network E-Commerce ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ISHP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $6M | $907.0B | |
| Dividend Yield | 1.14% | 1.10% | |
| Holdings | 66 | 508 | |
| YTD Return | -5.79% | +13.22% | |
| 1Y Return | -8.91% | +21.62% | |
| 3Y Return (annualized) | +13.54% | +22.17% | |
| 5Y Return (annualized) | +3.08% | +13.42% | |
| Volatility (annualized) | 20.6% | 15.1% | |
| Max Drawdown | -42.7% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2016 | May 15, 2000 |
ISHP vs IVV Performance
First Trust S-Network E-Commerce ETF (ISHP) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ISHP returned -8.91% while IVV returned +21.62%. Year to date, ISHP is down 5.79% versus a gain of 13.22% for IVV.
Over three years, ISHP compounded at +13.54% per year against +22.17% for IVV; over five years the annualized figures are +3.08% and +13.42% respectively. Across the full 10-year window we track, ISHP has the edge at +7.12% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ISHP has been the more volatile fund, with annualized monthly volatility of 20.6% 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 -42.7% for ISHP 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ISHP charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, ISHP currently yields 1.14% against 1.10% for IVV.
Holdings Overlap
ISHP and IVV share 24 holdings out of 541 unique holdings combined, representing a 7.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ISHP or IVV?
ISHP has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, ISHP or IVV?
Over the past year ISHP returned -8.91% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), ISHP annualized +7.12% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, ISHP or IVV?
ISHP has been the more volatile fund at 20.6% annualized versus 15.1% for IVV. Worst drawdown: ISHP -42.7% vs IVV -56.5%.
Should I hold both ISHP and IVV?
ISHP and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ISHP and IVV?
ISHP and IVV share 24 common holdings with a 7.2% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, ISHP or IVV?
ISHP yields 1.14% while IVV yields 1.10%, so ISHP currently pays the higher dividend yield.
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