IVV vs SHEH
iShares Core S&P 500 ETF vs Shell PLC ADRhedged
Quick Verdict
IVV has a lower expense ratio. SHEH delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SHEH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.19% | |
| AUM | $907.0B | $1M | |
| Dividend Yield | 1.10% | 2.11% | |
| Holdings | 508 | 2 | |
| YTD Return | +12.71% | +24.01% | |
| 1Y Return | +21.89% | +29.42% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 23.5% | |
| Max Drawdown | -56.5% | -18.8% | |
| Fund Family | iShares by BlackRock (US) | ADRH | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 1, 2024 |
IVV vs SHEH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Shell PLC ADRhedged (SHEH) is a ETF from ADRH. Over the past year IVV returned +21.89% while SHEH returned +29.42%. Year to date, IVV is up 12.71% versus a gain of 24.01% for SHEH.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.5% 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 -56.5% for IVV and -18.8% for SHEH. 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 -0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SHEH charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.11% for SHEH.
Holdings Overlap
IVV and SHEH share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SHEH?
IVV has an expense ratio of 0.03% while SHEH charges 0.19%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, IVV or SHEH?
Over the past year IVV returned +21.89% vs +29.42% for SHEH, so SHEH leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +17.49% for SHEH. Past performance does not guarantee future results.
Which is riskier, IVV or SHEH?
SHEH has been the more volatile fund at 23.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SHEH -18.8%.
Should I hold both IVV and SHEH?
IVV and SHEH have a monthly-return correlation of -0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SHEH?
IVV and SHEH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or SHEH?
IVV yields 1.10% while SHEH yields 2.11%, so SHEH currently pays the higher dividend yield.
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