IVV vs XHYE
iShares Core S&P 500 ETF vs BondBloxx USD High Yield Bond Energy Sector ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XHYE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $907.0B | $6M | |
| Dividend Yield | 1.10% | 6.41% | |
| Holdings | 508 | 211 | |
| YTD Return | +12.71% | +3.65% | |
| 1Y Return | +21.89% | +10.84% | |
| 3Y Return (annualized) | +22.08% | +8.71% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 7.2% | |
| Max Drawdown | -56.5% | -8.9% | |
| Fund Family | iShares by BlackRock (US) | BondBloxx | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Feb 15, 2022 |
IVV vs XHYE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and BondBloxx USD High Yield Bond Energy Sector ETF (XHYE) is a ETF from BondBloxx. Over the past year IVV returned +21.89% while XHYE returned +10.84%. Year to date, IVV is up 12.71% versus a gain of 3.65% for XHYE.
Over three years, IVV compounded at +22.08% per year against +8.71% for XHYE. Across the full 4-year window we track, IVV has the edge at +7.00% annualized vs +6.40%. 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 7.2% for XHYE. 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 -8.9% for XHYE. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while XHYE charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 6.41% for XHYE.
Holdings Overlap
IVV and XHYE share 0 holdings out of 684 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 XHYE?
IVV has an expense ratio of 0.03% while XHYE charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IVV or XHYE?
Over the past year IVV returned +21.89% vs +10.84% for XHYE, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs +6.40% for XHYE. Past performance does not guarantee future results.
Which is riskier, IVV or XHYE?
IVV has been the more volatile fund at 15.1% annualized versus 7.2% for XHYE. Worst drawdown: IVV -56.5% vs XHYE -8.9%.
Should I hold both IVV and XHYE?
IVV and XHYE have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XHYE?
IVV and XHYE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 684 unique securities.
Which pays a higher dividend, IVV or XHYE?
IVV yields 1.10% while XHYE yields 6.41%, so XHYE currently pays the higher dividend yield.
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