IVV vs SHUS
iShares Core S&P 500 ETF vs Stratified LargeCap Hedged ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SHUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $25M | |
| Dividend Yield | 1.09% | 1.25% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.43% | +13.07% | |
| 1Y Return | +22.61% | +19.93% | |
| 3Y Return (annualized) | +21.47% | +10.43% | |
| 5Y Return (annualized) | +13.26% | +6.53% | |
| Volatility (annualized) | 15.1% | 11.3% | |
| Max Drawdown | -56.5% | -14.3% | |
| Fund Family | iShares by BlackRock (US) | Syntax Stratified | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 15, 2021 |
IVV vs SHUS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Stratified LargeCap Hedged ETF (SHUS) is a ETF from Syntax Stratified. Over the past year IVV returned +22.61% while SHUS returned +19.93%. Year to date, IVV is up 13.43% versus a gain of 13.07% for SHUS.
Over three years, IVV compounded at +21.47% per year against +10.43% for SHUS; over five years the annualized figures are +13.26% and +6.53% respectively. Across the full 5-year window we track, IVV has the edge at +7.03% annualized vs +6.70%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.3% for SHUS. 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 -14.3% for SHUS. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SHUS charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.25% for SHUS.
Holdings Overlap
IVV and SHUS share 0 holdings out of 506 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 SHUS?
IVV has an expense ratio of 0.03% while SHUS charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or SHUS?
Over the past year IVV returned +22.61% vs +19.93% for SHUS, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.03% vs +6.70% for SHUS. Past performance does not guarantee future results.
Which is riskier, IVV or SHUS?
IVV has been the more volatile fund at 15.1% annualized versus 11.3% for SHUS. Worst drawdown: IVV -56.5% vs SHUS -14.3%.
Should I hold both IVV and SHUS?
IVV and SHUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SHUS?
IVV and SHUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or SHUS?
IVV yields 1.09% while SHUS yields 1.25%, so SHUS currently pays the higher dividend yield.
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