BD vs IVV
Russell Investments Core Plus Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $60M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 190 | 508 | |
| YTD Return | -0.91% | +13.74% | |
| 1Y Return | - | +21.54% | |
| 3Y Return (annualized) | - | +22.61% | |
| 5Y Return (annualized) | - | +13.31% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -1.7% | -56.5% | |
| Fund Family | Russell Investments | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 22, 2026 | May 15, 2000 |
BD vs IVV Performance
Russell Investments Core Plus Bond ETF (BD) is a ETF from Russell Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BD is down 0.91% versus a gain of 13.74% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.7% for BD and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BD charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, BD currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
BD and IVV share 1 holdings out of 694 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BD | Weight in IVV | Difference |
|---|---|---|---|
| CNP | 0.25% | 0.04% | 0.21% |
Frequently Asked Questions
Which is cheaper, BD or IVV?
BD has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between BD and IVV?
BD and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 694 unique securities.
Which pays a higher dividend, BD or IVV?
BD yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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