IVV vs XHLF
iShares Core S&P 500 ETF vs BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
Quick Verdict
IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XHLF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | |
| AUM | $907.0B | $2.0B | |
| Dividend Yield | 1.10% | 3.81% | |
| Holdings | 508 | 28 | |
| YTD Return | +12.71% | +2.15% | |
| 1Y Return | +21.89% | +3.77% | |
| 3Y Return (annualized) | +22.08% | +4.44% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 0.4% | |
| Max Drawdown | -56.5% | -0.3% | |
| Fund Family | iShares by BlackRock (US) | BondBloxx | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 13, 2022 |
IVV vs XHLF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) is a ETF from BondBloxx. Over the past year IVV returned +21.89% while XHLF returned +3.77%. Year to date, IVV is up 12.71% versus a gain of 2.15% for XHLF.
Over three years, IVV compounded at +22.08% per year against +4.44% for XHLF. Across the full 4-year window we track, IVV has the edge at +7.00% annualized vs +4.32%. 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 0.4% for XHLF. 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 -0.3% for XHLF. 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XHLF charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, IVV currently yields 1.10% against 3.81% for XHLF.
Holdings Overlap
IVV and XHLF 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 XHLF?
IVV has an expense ratio of 0.03% while XHLF charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, IVV or XHLF?
Over the past year IVV returned +21.89% vs +3.77% for XHLF, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs +4.32% for XHLF. Past performance does not guarantee future results.
Which is riskier, IVV or XHLF?
IVV has been the more volatile fund at 15.1% annualized versus 0.4% for XHLF. Worst drawdown: IVV -56.5% vs XHLF -0.3%.
Should I hold both IVV and XHLF?
IVV and XHLF have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XHLF?
IVV and XHLF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or XHLF?
IVV yields 1.10% while XHLF yields 3.81%, so XHLF currently pays the higher dividend yield.
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