HFUL vs IVV
New Age Alpha UK Leading ETF vs iShares Core S&P 500 ETF
Which is better, HFUL or IVV?
Mid Cap Growth against Large Cap Blend.
IVV has a lower expense ratio.
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
| Metric | HFUL | IVV |
|---|---|---|
| Expense Ratio | 0.60% | 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 Family | New Age Alpha | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Nov 22, 2019 | May 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 HFUL. We have no price series for HFUL, so there is nothing to compare it against.
HFUL vs IVV Performance
New Age Alpha UK Leading ETF (HFUL) 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
HFUL charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period.
You are not choosing between two funds in isolation.
Whichever of HFUL and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HFUL or IVV?
HFUL has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Is IVV better than HFUL?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.