BBBL vs IVV
BondBloxx BBB Rated 10+ Year Corporate Bond ETF vs iShares Core S&P 500 ETF
Which is better, BBBL or IVV?
Long Term Bond against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y 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 | BBBL | IVV |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $7M | $876.4B |
| Dividend Yield | 5.88% | 1.06% |
| Holdings | 884 | 508 |
| YTD Return | -2.41% | +11.03%Best |
| 1Y Return | -4.21% | +15.62%Best |
| 3Y Return (annualized) | - | +20.81% |
| 5Y Return (annualized) | - | +12.61% |
| Volatility (annualized) | 8.3%Best | 12.1% |
| Max Drawdown | -9.4%Best | -18.8% |
| $10,000 over 2.6 years | $10,520 | $15,836Best |
| Fund Family | BondBloxx | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Bond | Large Cap Blend |
| Inception | Jan 16, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 16, 2026 (2.6 years).
BBBL vs IVV 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 2.6 years both funds cover.
BBBL vs IVV Performance
BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is an ETF from BondBloxx and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBBL returned -4.21% while IVV returned +15.62%. Year to date, BBBL is down 2.41% versus a gain of 11.03% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 8.3% for BBBL. 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 -9.4% for BBBL and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBBL 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, BBBL currently yields 5.88% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 746 holdings in BBBL and 490 in IVV, totalling 85.1% and 99.3% of the two funds. That is not enough of BBBL to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 746 positions we hold weights for in BBBL and 490 in IVV, against full books of 884 and 508.
Top Shared Holdings
| Stock | Weight in BBBL | Weight in IVV | Difference |
|---|---|---|---|
| LYBLyondellbasell-a | 0.05% | 0.03% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of BBBL and IVV 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, BBBL or IVV?
BBBL has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, BBBL or IVV?
Over the past year BBBL returned -4.21% vs +15.62% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBBL or IVV?
IVV has been the more volatile fund at 12.1% annualized versus 8.3% for BBBL. Worst drawdown: BBBL -9.4% vs IVV -18.8%.
Should I hold both BBBL and IVV?
BBBL and IVV have a monthly-return correlation of 0.51, 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, BBBL or IVV?
BBBL yields 5.88% while IVV yields 1.06%, so BBBL currently pays the higher dividend yield.
Is IVV better than BBBL?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.