BBBI vs IVV
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. BBBI offers more diversification with 831 holdings.
Side-by-Side Comparison
| Metric | BBBI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $169M | $865.2B | |
| Dividend Yield | 4.77% | 1.09% | |
| Holdings | 1,017 | 508 | |
| YTD Return | -0.61% | +13.43% | |
| 1Y Return | +2.40% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 4.5% | 15.1% | |
| Max Drawdown | -4.1% | -56.5% | |
| Fund Family | BondBloxx | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 16, 2024 | May 15, 2000 |
BBBI vs IVV Performance
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) is a ETF from BondBloxx and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBBI returned +2.40% while IVV returned +22.61%. Year to date, BBBI is down 0.61% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.5% for BBBI. 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 -4.1% for BBBI 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBBI charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BBBI currently yields 4.77% against 1.09% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BBBI or IVV?
BBBI has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BBBI or IVV?
Over the past year BBBI returned +2.40% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BBBI annualized +5.05% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BBBI or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 4.5% for BBBI. Worst drawdown: BBBI -4.1% vs IVV -56.5%.
Should I hold both BBBI and IVV?
BBBI and IVV have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBBI and IVV?
BBBI and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1334 unique securities.
Which pays a higher dividend, BBBI or IVV?
BBBI yields 4.77% while IVV yields 1.09%, so BBBI currently pays the higher dividend yield.
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