IVV vs MUNH

IVV vs MUNH

Which is better, IVV or MUNH?

Large Cap Blend against Long Term Municipal Bond.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVMUNH
Expense Ratio0.03%Best0.10%
AUM$876.4B$10M
Dividend Yield1.06%0.00%
Holdings5085
YTD Return+12.01%Best-2.31%
1Y Return+16.48%-
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Fund FamilyiShares by BlackRock (US)Northern Trust Asset Management
CategoryEquityFixed Income
StyleLarge Cap BlendLong Term Municipal Bond
InceptionMay 15, 2000Aug 25, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs MUNH 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs MUNH Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Northern Trust 2056 Tax-Exempt Distributing Ladder ETF (MUNH) is an ETF from Northern Trust Asset Management. Year to date, IVV is up 12.01% versus a loss of 2.31% for MUNH.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MUNH charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for MUNH.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 5 in MUNH, totalling 99.3% and 4.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 5 in MUNH, against full books of 508 and 5.

You are not choosing between two funds in isolation.

Whichever of IVV and MUNH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVMUNH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MUNH?

IVV has an expense ratio of 0.03% while MUNH charges 0.10%. IVV is the cheaper option, by $7 a year on a $10,000 investment.

Which pays a higher dividend, IVV or MUNH?

IVV yields 1.06% while MUNH yields 0.00%, so IVV currently pays the higher dividend yield.

Is MUNH better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.