IVV vs XHLF
iShares Core S&P 500 ETF vs BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
Which is better, IVV or XHLF?
Large Cap Blend against Short Term High Quality.
IVV led over 1Y, 3Y and the full window.
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 | IVV | XHLF |
|---|---|---|
| Expense Ratio | 0.03%Tie | 0.03%Tie |
| AUM | $896.5B | $2.0B |
| Dividend Yield | 1.10% | 3.80% |
| Holdings | 508 | 30 |
| YTD Return | +13.59%Best | +2.23% |
| 1Y Return | +17.54%Best | +3.15% |
| 3Y Return (annualized) | +22.46%Best | +4.19% |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 13.1% | 0.5%Best |
| Max Drawdown | -18.8% | -0.3%Best |
| $10,000 over 4.1 years | $21,183Best | $11,828 |
| Fund Family | iShares by BlackRock (US) | BondBloxx |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Short Term High Quality |
| Inception | May 15, 2000 | Sep 13, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 16, 2022 to Oct 14, 2026 (4.1 years).
IVV vs XHLF growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.
IVV vs XHLF Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) is an ETF from BondBloxx. Over the past year IVV returned +17.54% while XHLF returned +3.15%. Year to date, IVV is up 13.59% versus a gain of 2.23% for XHLF.
Over three years, IVV compounded at +22.46% per year against +4.19% for XHLF. Across the full 4-year window we track, IVV has the edge at +20.09% annualized vs +4.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 0.5% 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 -18.8% for IVV and -0.3% for XHLF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.08. They move largely independently of each other.
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 3.80% for XHLF.
You are not choosing between two funds in isolation.
Whichever of IVV and XHLF 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, IVV or XHLF?
IVV has an expense ratio of 0.03% while XHLF charges 0.03%. At the precision these are quoted to, they cost the same.
Which performed better, IVV or XHLF?
Over the past year IVV returned +17.54% vs +3.15% for XHLF, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +20.09% vs +4.18% for XHLF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or XHLF?
IVV has been the more volatile fund at 13.1% annualized versus 0.5% for XHLF. Worst drawdown: IVV -18.8% vs XHLF -0.3%.
Should I hold both IVV and XHLF?
IVV and XHLF have a monthly-return correlation of 0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or XHLF?
IVV yields 1.10% while XHLF yields 3.80%, so XHLF currently pays the higher dividend yield.
Is XHLF better than IVV?
IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.