CHRI vs. IVV

Last updated Jun 4, 2026

CHRI (Global X S&P 500 Christian Values ETF) and IVV (iShares Core S&P 500 ETF) are both S&P 500 funds - CHRI tracks the S&P 500 Christian Values Screened Index while IVV tracks the S&P 500 Index. Both are passively managed. With a 0.99 correlation, they move nearly in lockstep. CHRI charges 0.29%/yr vs 0.03%/yr for IVV.

Performance

CHRI vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X S&P 500 Christian Values ETF (CHRI) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHRI achieves a 10.12% return, which is significantly lower than IVV's 10.85% return.

CHRI

• 1D: -0.67%
• 1M: 5.01%
• YTD: 10.12%
• 6M: 9.91%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVV

• 1D: -0.76%
• 1M: 4.97%
• YTD: 10.85%
• 6M: 10.87%
• 1Y: 28.00%
• 3Y*: 22.43%
• 5Y*: 13.88%
• 10Y*: 15.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHRI vs. IVV - Yearly Performance Comparison

	2026 (YTD)	2025
CHRI Global X S&P 500 Christian Values ETF	10.12%	2.78%
IVV iShares Core S&P 500 ETF	10.85%	3.48%

Correlation

The correlation between CHRI and IVV is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 25, 2025	0.99

Return for Risk

CHRI vs. IVV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVV

IVV Risk / Return Rank: 70
IVV Sharpe Ratio Rank: 71
IVV Sortino Ratio Rank: 70
IVV Omega Ratio Rank: 70
IVV Calmar Ratio Rank: 62
IVV Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHRI vs. IVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Christian Values ETF (CHRI) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	CHRI	IVV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.39	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.83	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.49	0.45	+1.04

Drawdowns

CHRI vs. IVV - Drawdown Comparison

The maximum CHRI drawdown since its inception was -9.36%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for CHRI and IVV.

Drawdown Indicators

	CHRI	IVV	Difference
Max Drawdown Largest peak-to-trough decline	-9.36%	-55.25%	+45.89%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.75%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.53%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.90%	—
Current Drawdown Current decline from peak	-0.67%	-0.76%	+0.09%
Average Drawdown Average peak-to-trough decline	-1.57%	-10.78%	+9.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.91%	—

Volatility

Volatility by Period

	CHRI	IVV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.87%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.26%	11.80%	+1.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.26%	16.88%	-3.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.26%	18.05%	-4.79%

CHRI vs. IVV - Expense Ratio Comparison

CHRI has a 0.29% expense ratio, which is higher than IVV's 0.03% expense ratio.

Dividends

CHRI vs. IVV - Dividend Comparison

CHRI's dividend yield for the trailing twelve months is around 0.16%, less than IVV's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHRI Global X S&P 500 Christian Values ETF	0.16%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IVV iShares Core S&P 500 ETF	1.06%	1.17%	1.30%	1.44%	1.66%	1.20%	1.57%	1.85%	2.21%	1.75%	2.01%	2.27%

Frequently Asked Questions

Can I hold both CHRI and IVV in my portfolio?

With a correlation of 0.99, CHRI and IVV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, CHRI or IVV?

On fees, IVV is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CHRI or IVV?

IVV is cheaper with a 0.03% expense ratio, compared with 0.29% for CHRI.

Which ETF pays a higher dividend yield, CHRI or IVV?

IVV has the higher dividend yield at 1.06%, compared with 0.16% for CHRI.

What is the main difference between CHRI and IVV?

CHRI tracks S&P 500 Christian Values Screened Index, while IVV tracks S&P 500 Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.29% for CHRI and 0.03% for IVV.