BBIB vs IVV
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF vs iShares Core S&P 500 ETF
Which is better, BBIB or IVV?
Long Term High Quality against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y 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 | BBIB | IVV |
|---|---|---|
| Expense Ratio | 0.04% | 0.03%Best |
| AUM | $54M | $876.4B |
| Dividend Yield | 3.95% | 1.06% |
| Holdings | 84 | 508 |
| YTD Return | -3.62% | +12.39%Best |
| 1Y Return | -2.77% | +16.61%Best |
| 3Y Return (annualized) | +3.08% | +21.38%Best |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 4.6%Best | 12.6% |
| Max Drawdown | -6.4%Best | -18.8% |
| $10,000 over 3.4 years | $10,622 | $19,313Best |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Blend |
| Inception | Apr 19, 2023 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 20, 2023 to Sep 18, 2026 (3.4 years).
BBIB 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 3.4 years both funds cover.
BBIB vs IVV Performance
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) is an ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBIB returned -2.77% while IVV returned +16.61%. Year to date, BBIB is down 3.62% versus a gain of 12.39% for IVV.
Over three years, BBIB compounded at +3.08% per year against +21.38% 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 12.6% compared with 4.6% for BBIB. 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 -6.4% for BBIB 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 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBIB charges 0.04% per year while IVV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BBIB currently yields 3.95% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 61 holdings in BBIB and 490 in IVV, totalling 88.2% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 61 positions we hold weights for in BBIB and 490 in IVV, against full books of 84 and 508.
You are not choosing between two funds in isolation.
Whichever of BBIB 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, BBIB or IVV?
BBIB has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BBIB or IVV?
Over the past year BBIB returned -2.77% vs +16.61% 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, BBIB or IVV?
IVV has been the more volatile fund at 12.6% annualized versus 4.6% for BBIB. Worst drawdown: BBIB -6.4% vs IVV -18.8%.
Should I hold both BBIB and IVV?
BBIB and IVV have a monthly-return correlation of 0.35, 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, BBIB or IVV?
BBIB yields 3.95% while IVV yields 1.06%, so BBIB currently pays the higher dividend yield.
Is IVV better than BBIB?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.