IVV vs QUVU
iShares Core S&P 500 ETF vs Hartford Quality Value 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 | IVV | QUVU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $907.0B | $174M | |
| Dividend Yield | 1.10% | 1.87% | |
| Holdings | 508 | 72 | |
| YTD Return | +13.22% | +4.78% | |
| 1Y Return | +21.62% | +18.74% | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | 11.6% | |
| Max Drawdown | -56.5% | -13.1% | |
| Fund Family | iShares by BlackRock (US) | Hartford Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 13, 2023 |
IVV vs QUVU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Hartford Quality Value ETF (QUVU) is a ETF from Hartford Funds. Over the past year IVV returned +21.62% while QUVU returned +18.74%. Year to date, IVV is up 13.22% versus a gain of 4.78% for QUVU.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.6% for QUVU. 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 -56.5% for IVV and -13.1% for QUVU. 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
IVV charges 0.03% per year while QUVU charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.87% for QUVU.
Holdings Overlap
IVV and QUVU share 60 holdings out of 515 unique holdings combined, representing a 18.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or QUVU?
IVV has an expense ratio of 0.03% while QUVU charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or QUVU?
Over the past year IVV returned +21.62% vs +18.74% for QUVU, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.02% vs +11.44% for QUVU. Past performance does not guarantee future results.
Which is riskier, IVV or QUVU?
IVV has been the more volatile fund at 15.1% annualized versus 11.6% for QUVU. Worst drawdown: IVV -56.5% vs QUVU -13.1%.
Should I hold both IVV and QUVU?
IVV and QUVU 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 IVV and QUVU?
IVV and QUVU share 60 common holdings with a 18.1% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, IVV or QUVU?
IVV yields 1.10% while QUVU yields 1.87%, so QUVU currently pays the higher dividend yield.
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