BIV vs BSV

Quick Verdict

BSV delivered stronger 1-year returns. BSV offers more diversification with 2787 holdings.

Lower Fees: TiedHigher Returns: BSVMore Diversified: BSV

Side-by-Side Comparison

MetricBIVBSVWinner
Expense Ratio0.03%0.03%
AUM$29.3B$44.8B
Dividend Yield4.18%3.98%
Holdings2,3213,125
YTD Return-1.00%+0.30%
1Y Return+1.52%+2.30%
3Y Return (annualized)+4.54%+4.43%
5Y Return (annualized)-0.22%+1.57%
Volatility (annualized)5.7%2.4%
Max Drawdown-20.3%-9.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
InceptionApr 3, 2007Apr 3, 2007

BIV vs BSV Performance

Vanguard Intermediate-Term Bond ETF (BIV) is a ETF from Vanguard (US) and Vanguard Short-Term Bond ETF (BSV) is a ETF from Vanguard (US). Over the past year BIV returned +1.52% while BSV returned +2.30%. Year to date, BIV is down 1.00% versus a gain of 0.30% for BSV.

Over three years, BIV compounded at +4.54% per year against +4.43% for BSV; over five years the annualized figures are -0.22% and +1.57% respectively. Across the full 19-year window we track, BIV has the edge at +0.97% annualized vs +0.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIV has been the more volatile fund, with annualized monthly volatility of 5.7% compared with 2.4% for BSV. 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 -20.3% for BIV and -9.0% for BSV. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BIV charges 0.03% per year while BSV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BIV currently yields 4.18% against 3.98% for BSV.

Holdings Overlap

0.1%overlap

BIV and BSV share 29 holdings out of 4859 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIVWeight in BSVDifference
ORCL 2.875 03/25/310.05%0.01%0.04%
BRITEL 9.625 12/15/30.05%0.01%0.04%
KVUE0.04%0.01%0.03%
BMY 5.1 02/22/31ProProPro
COR 2.7 03/15/31ProProPro
JNJ 4.9 06/01/31ProProPro
CHH 3.7 01/15/31ProProPro
AVGO 4.15 11/15/30ProProPro
PM 1.75 11/01/30ProProPro
NOVNVX 2.2 08/14/30ProProPro
FundXLS Pro
See all 10 holdings BIV shares with BSV
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, BIV or BSV?

BIV has an expense ratio of 0.03% while BSV charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, BIV or BSV?

Over the past year BIV returned +1.52% vs +2.30% for BSV, so BSV leads on 1-year performance. Over the longest common window we track (19 years), BIV annualized +0.97% vs +0.91% for BSV. Past performance does not guarantee future results.

Which is riskier, BIV or BSV?

BIV has been the more volatile fund at 5.7% annualized versus 2.4% for BSV. Worst drawdown: BIV -20.3% vs BSV -9.0%.

Should I hold both BIV and BSV?

BIV and BSV have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BIV and BSV?

BIV and BSV share 29 common holdings with a 0.1% weight overlap. Combined, they hold 4859 unique securities.

Which pays a higher dividend, BIV or BSV?

BIV yields 4.18% while BSV yields 3.98%, so BIV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.