ABXB vs IVV
Abacus Flexible Bond Leaders ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ABXB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.62% | 0.03% | |
| AUM | $2M | $865.2B | |
| Dividend Yield | 5.07% | 1.09% | |
| Holdings | 7 | 508 | |
| YTD Return | -1.41% | +14.50% | |
| 1Y Return | +0.97% | +22.02% | |
| 3Y Return (annualized) | +5.32% | +21.80% | |
| 5Y Return (annualized) | +0.66% | +13.37% | |
| Volatility (annualized) | 5.7% | 15.1% | |
| Max Drawdown | -17.0% | -56.5% | |
| Fund Family | Donoghue Forlines ETFs | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 7, 2020 | May 15, 2000 |
ABXB vs IVV Performance
Abacus Flexible Bond Leaders ETF (ABXB) is a ETF from Donoghue Forlines ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ABXB returned +0.97% while IVV returned +22.02%. Year to date, ABXB is down 1.41% versus a gain of 14.50% for IVV.
Over three years, ABXB compounded at +5.32% per year against +21.80% for IVV; over five years the annualized figures are +0.66% and +13.37% respectively. Across the full 6-year window we track, IVV has the edge at +7.07% annualized vs +0.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.7% for ABXB. 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 -17.0% for ABXB and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ABXB charges 0.62% per year while IVV charges 0.03%. On a $10,000 position that is $62 vs $3 annually, a gap of $59 per year that compounds over a long holding period. On income, ABXB currently yields 5.07% against 1.09% for IVV.
Holdings Overlap
ABXB and IVV share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ABXB or IVV?
ABXB has an expense ratio of 0.62% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, ABXB or IVV?
Over the past year ABXB returned +0.97% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), ABXB annualized +0.91% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, ABXB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 5.7% for ABXB. Worst drawdown: ABXB -17.0% vs IVV -56.5%.
Should I hold both ABXB and IVV?
ABXB and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ABXB and IVV?
ABXB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, ABXB or IVV?
ABXB yields 5.07% while IVV yields 1.09%, so ABXB currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.