BBBS vs IVV
BondBloxx BBB Rated 1-5 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. BBBS offers more diversification with 960 holdings.
Side-by-Side Comparison
| Metric | BBBS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $180M | $865.2B | |
| Dividend Yield | 4.56% | 1.09% | |
| Holdings | 1,353 | 508 | |
| YTD Return | +0.79% | +13.80% | |
| 1Y Return | +3.00% | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 2.0% | 15.1% | |
| Max Drawdown | -1.4% | -56.5% | |
| Fund Family | BondBloxx | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 16, 2024 | May 15, 2000 |
BBBS vs IVV Performance
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) 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 BBBS returned +3.00% while IVV returned +23.70%. Year to date, BBBS is up 0.79% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.0% for BBBS. 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 -1.4% for BBBS 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBBS 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, BBBS currently yields 4.56% against 1.09% for IVV.
Holdings Overlap
BBBS and IVV share 1 holdings out of 1464 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBBS | Weight in IVV | Difference |
|---|---|---|---|
| KDP | 0.08% | 0.06% | 0.02% |
Frequently Asked Questions
Which is cheaper, BBBS or IVV?
BBBS 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, BBBS or IVV?
Over the past year BBBS returned +3.00% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BBBS annualized +4.89% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, BBBS or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 2.0% for BBBS. Worst drawdown: BBBS -1.4% vs IVV -56.5%.
Should I hold both BBBS and IVV?
BBBS and IVV have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBBS and IVV?
BBBS and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1464 unique securities.
Which pays a higher dividend, BBBS or IVV?
BBBS yields 4.56% while IVV yields 1.09%, so BBBS currently pays the higher dividend yield.
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