BIV vs VV

Quick Verdict

VV delivered stronger 1-year returns. BIV offers more diversification with 2101 holdings.

Lower Fees: TiedHigher Returns: VVMore Diversified: BIV

Side-by-Side Comparison

MetricBIVVVWinner
Expense Ratio0.03%0.03%
AUM$29.3B$52.5B
Dividend Yield4.18%1.25%
Holdings2,321446
YTD Return-1.07%+13.63%
1Y Return+1.44%+22.60%
3Y Return (annualized)+4.45%+22.03%
5Y Return (annualized)-0.21%+12.97%
Volatility (annualized)5.7%14.8%
Max Drawdown-20.3%-56.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionApr 3, 2007Jan 27, 2004

BIV vs VV Performance

Vanguard Intermediate-Term Bond ETF (BIV) is a ETF from Vanguard (US) and Vanguard Large-Cap ETF (VV) is a ETF from Vanguard (US). Over the past year BIV returned +1.44% while VV returned +22.60%. Year to date, BIV is down 1.07% versus a gain of 13.63% for VV.

Over three years, BIV compounded at +4.45% per year against +22.03% for VV; over five years the annualized figures are -0.21% and +12.97% respectively. Across the full 19-year window we track, VV has the edge at +9.52% annualized vs +0.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VV has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 5.7% for BIV. 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 -56.0% for VV. 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BIV charges 0.03% per year while VV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BIV currently yields 4.18% against 1.25% for VV.

Holdings Overlap

0.1%overlap

BIV and VV share 4 holdings out of 2528 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 VVDifference
GE0.01%0.62%0.61%
AON0.01%0.11%0.10%
KVUE0.04%0.06%0.02%
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Frequently Asked Questions

Which is cheaper, BIV or VV?

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

Which performed better, BIV or VV?

Over the past year BIV returned +1.44% vs +22.60% for VV, so VV leads on 1-year performance. Over the longest common window we track (19 years), BIV annualized +0.97% vs +9.52% for VV. Past performance does not guarantee future results.

Which is riskier, BIV or VV?

VV has been the more volatile fund at 14.8% annualized versus 5.7% for BIV. Worst drawdown: BIV -20.3% vs VV -56.0%.

Should I hold both BIV and VV?

BIV and VV have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIV and VV?

BIV and VV share 4 common holdings with a 0.1% weight overlap. Combined, they hold 2528 unique securities.

Which pays a higher dividend, BIV or VV?

BIV yields 4.18% while VV yields 1.25%, so BIV currently pays the higher dividend yield.

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