H4ZF.DE vs. IVV
Compare and contrast key facts about HSBC S&P 500 UCITS ETF USD (H4ZF.DE) and iShares Core S&P 500 ETF (IVV).
H4ZF.DE and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. H4ZF.DE is a passively managed fund by HSBC that tracks the performance of the S&P 500®. It was launched on May 14, 2010. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both H4ZF.DE and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: H4ZF.DE or IVV.
Correlation
The correlation between H4ZF.DE and IVV is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
H4ZF.DE vs. IVV - Performance Comparison
Key characteristics
H4ZF.DE:
2.07
IVV:
1.92
H4ZF.DE:
2.85
IVV:
2.58
H4ZF.DE:
1.41
IVV:
1.35
H4ZF.DE:
3.02
IVV:
2.89
H4ZF.DE:
12.68
IVV:
11.99
H4ZF.DE:
2.09%
IVV:
2.03%
H4ZF.DE:
12.82%
IVV:
12.68%
H4ZF.DE:
-33.82%
IVV:
-55.25%
H4ZF.DE:
-0.34%
IVV:
0.00%
Returns By Period
In the year-to-date period, H4ZF.DE achieves a 3.08% return, which is significantly lower than IVV's 4.38% return. Both investments have delivered pretty close results over the past 10 years, with H4ZF.DE having a 13.68% annualized return and IVV not far behind at 13.27%.
H4ZF.DE
3.08%
0.06%
16.30%
26.01%
14.57%
13.68%
IVV
4.38%
2.37%
10.19%
24.09%
14.50%
13.27%
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H4ZF.DE vs. IVV - Expense Ratio Comparison
H4ZF.DE has a 0.09% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
H4ZF.DE vs. IVV — Risk-Adjusted Performance Rank
H4ZF.DE
IVV
H4ZF.DE vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC S&P 500 UCITS ETF USD (H4ZF.DE) 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.
Dividends
H4ZF.DE vs. IVV - Dividend Comparison
H4ZF.DE has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
H4ZF.DE HSBC S&P 500 UCITS ETF USD | 0.00% | 0.00% | 1.19% | 1.32% | 0.91% | 2.24% | 2.98% | 3.49% | 2.43% | 3.29% | 3.44% | 2.25% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
H4ZF.DE vs. IVV - Drawdown Comparison
The maximum H4ZF.DE drawdown since its inception was -33.82%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for H4ZF.DE and IVV. For additional features, visit the drawdowns tool.
Volatility
H4ZF.DE vs. IVV - Volatility Comparison
HSBC S&P 500 UCITS ETF USD (H4ZF.DE) has a higher volatility of 3.72% compared to iShares Core S&P 500 ETF (IVV) at 2.99%. This indicates that H4ZF.DE's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.