IVV vs NUHY
iShares Core S&P 500 ETF vs Nuveen ESG High Yield Corporate Bond ETF
Which is better, IVV or NUHY?
Large Cap Blend against High Yield Bond.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y 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 | IVV | NUHY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.30% |
| AUM | $876.4B | $115M |
| Dividend Yield | 1.06% | 6.74% |
| Holdings | 508 | 386 |
| YTD Return | +12.51%Best | +1.33% |
| 1Y Return | +17.57%Best | +2.77% |
| 3Y Return (annualized) | +21.27%Best | +7.77% |
| 5Y Return (annualized) | +12.95%Best | +2.96% |
| Volatility (annualized) | 16.7% | 8.4%Best |
| Max Drawdown | -33.9% | -20.5%Best |
| $10,000 over 5 years | $18,384Best | $11,570 |
| Fund Family | iShares by BlackRock (US) | Nuveen |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | High Yield Bond |
| Inception | May 15, 2000 | Sep 25, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2019 to Sep 11, 2026 (7 years).
IVV vs NUHY 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 7 years both funds cover.
IVV vs NUHY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen ESG High Yield Corporate Bond ETF (NUHY) is an ETF from Nuveen. Over the past year IVV returned +17.57% while NUHY returned +2.77%. Year to date, IVV is up 12.51% versus a gain of 1.33% for NUHY.
Over three years, IVV compounded at +21.27% per year against +7.77% for NUHY; over five years the annualized figures are +12.95% and +2.96% respectively. Across the full 7-year window we track, IVV has the edge at +15.81% annualized vs +2.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 8.4% for NUHY. 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 -33.9% for IVV and -20.5% for NUHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while NUHY charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 6.74% for NUHY.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 287 in NUHY, totalling 100.0% and 71.5% 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 505 positions we hold weights for in IVV and 287 in NUHY, against full books of 508 and 386.
You are not choosing between two funds in isolation.
Whichever of IVV and NUHY 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, IVV or NUHY?
IVV has an expense ratio of 0.03% while NUHY charges 0.30%. IVV is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, IVV or NUHY?
Over the past year IVV returned +17.57% vs +2.77% for NUHY, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +15.81% vs +2.37% for NUHY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NUHY?
IVV has been the more volatile fund at 16.7% annualized versus 8.4% for NUHY. Worst drawdown: IVV -33.9% vs NUHY -20.5%.
Should I hold both IVV and NUHY?
IVV and NUHY have a monthly-return correlation of 0.80, 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, IVV or NUHY?
IVV yields 1.06% while NUHY yields 6.74%, so NUHY currently pays the higher dividend yield.
Is NUHY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.