BD vs IVV

BD vs IVV

Which is better, BD or IVV?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricBDIVV
Expense Ratio0.39%0.03%Best
AUM$60M$886.7B
Dividend Yield0.00%1.10%
Holdings293508
YTD Return-1.27%+13.39%Best
1Y Return-+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.88%
Fund FamilyRussell InvestmentsiShares by BlackRock (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 22, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BD vs IVV Performance

Russell Investments Core Plus Bond ETF (BD) is an ETF from Russell Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BD is down 1.27% versus a gain of 13.39% for IVV.

Past performance does not guarantee future results.

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

We hold position weights for 190 holdings in BD and 504 in IVV, totalling 53.2% and 100.0% of the two funds. That is not enough of BD 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 190 positions we hold weights for in BD and 504 in IVV, against full books of 293 and 508.

Top Shared Holdings

StockWeight in BDWeight in IVVDifference
CNPCenterpoint Energy Inc Centerpoint Energy Inc0.25%0.04%0.21%

You are not choosing between two funds in isolation.

Whichever of BD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BDIVV

Free for up to 10 holdings. No account needed.

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, by $36 a year on a $10,000 investment.

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.

Is IVV better than BD?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.