IVV vs STHH

Quick Verdict

IVV has a lower expense ratio. STHH delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: STHHMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSTHHWinner
Expense Ratio0.03%0.19%
AUM$865.2B$7M
Dividend Yield1.09%0.68%
Holdings5082
YTD Return+14.50%+102.75%
1Y Return+22.02%+115.62%
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%64.6%
Max Drawdown-56.5%-38.0%
Fund FamilyiShares by BlackRock (US)ADRH
CategoryEquityEquity
InceptionMay 15, 2000Mar 13, 2025

IVV vs STHH Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and STMicroelectronics NV ADRhedged (STHH) is a ETF from ADRH. Over the past year IVV returned +22.02% while STHH returned +115.62%. Year to date, IVV is up 14.50% versus a gain of 102.75% for STHH.

Risk: Volatility and Drawdowns

STHH has been the more volatile fund, with annualized monthly volatility of 64.6% 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 -38.0% for STHH. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while STHH 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 1.09% against 0.68% for STHH.

Holdings Overlap

0.0%overlap

IVV and STHH 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 STHH?

IVV has an expense ratio of 0.03% while STHH 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 STHH?

Over the past year IVV returned +22.02% vs +115.62% for STHH, so STHH leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.07% vs +71.60% for STHH. Past performance does not guarantee future results.

Which is riskier, IVV or STHH?

STHH has been the more volatile fund at 64.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs STHH -38.0%.

Should I hold both IVV and STHH?

IVV and STHH have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and STHH?

IVV and STHH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or STHH?

IVV yields 1.09% while STHH yields 0.68%, so IVV currently pays the higher dividend yield.

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