HFEV vs IVV

HFEV vs IVV

Which is better, HFEV or IVV?

Mid Cap Growth against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHFEVIVV
Expense Ratio0.65%0.03%Best
AUM-$896.5B
Dividend Yield-1.10%
Holdings-508
YTD Price Return-+12.66%
1Y Price Return-+16.17%
3Y Price Return (annualized)-+20.90%
5Y Price Return (annualized)-+11.72%
Volatility (annualized)-15.1%
Max Drawdown--56.5%
Fund FamilyNew Age AlphaiShares by BlackRock (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionNov 22, 2019May 15, 2000

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for HFEV. We have no price series for HFEV, so there is nothing to compare it against.

HFEV vs IVV Performance

New Age Alpha Europe Ex-UK Low Vol ETF (HFEV) is an ETF from New Age Alpha and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US).

Fees and Cost Over Time

HFEV charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period.

You are not choosing between two funds in isolation.

Whichever of HFEV and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HFEVIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HFEV or IVV?

HFEV has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.

Is IVV better than HFEV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.