BBLB vs IVV
BBLB vs IVV
JPMorgan BetaBuilders US Treasury Bond 20+ Year 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 505 holdings.
Side-by-Side Comparison
| Metric | BBLB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $32M | $865.2B | |
| Dividend Yield | 4.79% | 1.09% | |
| Holdings | 42 | 508 | |
| YTD Return | -4.02% | +13.80% | |
| 1Y Return | -2.85% | +23.70% | |
| 3Y Return (annualized) | -1.40% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 13.3% | 15.1% | |
| Max Drawdown | -21.1% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 19, 2023 | May 15, 2000 |
BBLB vs IVV Performance
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF (BBLB) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBLB returned -2.85% while IVV returned +23.70%. Year to date, BBLB is down 4.02% versus a gain of 13.80% for IVV.
Over three years, BBLB compounded at -1.40% per year against +21.49% for IVV. Across the full 3-year window we track, IVV has the edge at +7.05% annualized vs -3.50%. 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 13.3% for BBLB. 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 -21.1% for BBLB 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBLB 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, BBLB currently yields 4.79% against 1.09% for IVV.
Holdings Overlap
BBLB and IVV share 0 holdings out of 544 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, BBLB or IVV?
BBLB has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBLB or IVV?
Over the past year BBLB returned -2.85% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BBLB annualized -3.50% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, BBLB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.3% for BBLB. Worst drawdown: BBLB -21.1% vs IVV -56.5%.
Should I hold both BBLB and IVV?
BBLB and IVV have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBLB and IVV?
BBLB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 544 unique securities.
Which pays a higher dividend, BBLB or IVV?
BBLB yields 4.79% while IVV yields 1.09%, so BBLB currently pays the higher dividend yield.
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