IVV vs SHRD
iShares Core S&P 500 ETF vs Arimathea Catholic Core Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SHRD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.52% | |
| AUM | $907.0B | $13M | |
| Dividend Yield | 1.10% | 0.38% | |
| Holdings | 508 | 88 | |
| YTD Return | +12.76% | -0.80% | |
| 1Y Return | +20.63% | - | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -1.9% | |
| Fund Family | iShares by BlackRock (US) | Faith Investor Services | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jun 12, 2026 |
IVV vs SHRD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Arimathea Catholic Core Bond ETF (SHRD) is a ETF from Faith Investor Services. Year to date, IVV is up 12.76% versus a loss of 0.80% for SHRD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.9% for SHRD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SHRD charges 0.52%. On a $10,000 position that is $3 vs $52 annually, a gap of $49 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.38% for SHRD.
Holdings Overlap
IVV and SHRD share 0 holdings out of 588 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 SHRD?
IVV has an expense ratio of 0.03% while SHRD charges 0.52%. IVV is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
What is the holdings overlap between IVV and SHRD?
IVV and SHRD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, IVV or SHRD?
IVV yields 1.10% while SHRD yields 0.38%, so IVV currently pays the higher dividend yield.
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