BSV vs IVV
Vanguard Short-Term Bond ETF vs iShares Core S&P 500 ETF
Which is better, BSV or IVV?
Short Term Bond against Large Cap Blend.
IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | BSV | IVV |
|---|---|---|
| Expense Ratio | 0.03%Tie | 0.03%Tie |
| AUM | $45.6B | $876.4B |
| Dividend Yield | 4.01% | 1.06% |
| Holdings | 3,205 | 508 |
| YTD Return | -0.11% | +11.03%Best |
| 1Y Return | +0.87% | +15.62%Best |
| 3Y Return (annualized) | +4.22% | +20.81%Best |
| 5Y Return (annualized) | +1.47% | +12.61%Best |
| Volatility (annualized) | 2.4%Best | 15.5% |
| Max Drawdown | -9.0%Best | -56.5% |
| $10,000 over 5 years | $10,757 | $18,109Best |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Blend |
| Inception | Apr 3, 2007 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 16, 2026 (19.4 years).
BSV 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.
BSV vs IVV Performance
Vanguard Short-Term Bond ETF (BSV) is an ETF from Vanguard (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BSV returned +0.87% while IVV returned +15.62%. Year to date, BSV is down 0.11% versus a gain of 11.03% for IVV.
Over three years, BSV compounded at +4.22% per year against +20.81% for IVV; over five years the annualized figures are +1.47% and +12.61% respectively. Across the full 19-year window we track, IVV has the edge at +9.32% annualized vs +0.88%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -9.0% for BSV and -56.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.15. They move largely independently of each other.
Fees and Cost Over Time
BSV charges 0.03% per year while IVV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BSV currently yields 4.01% against 1.06% for IVV.
Holdings Overlap
At least 8.2% of IVV's money is in holdings BSV also owns.
Stated as a floor: for BSV, our book for it covers 63.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and BSV share little of their money.
10 positions in common, counted across the 1,013 positions we hold weights for in BSV and 490 in IVV, against full books of 3,205 and 508.
Top Shared Holdings
| Stock | Weight in BSV | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 0.01% | 7.02% | 7.01% |
| PEPPepsico Inc. | 0.01% | 0.29% | 0.28% |
| DEDeere & Co Sedol 2261203 | 0.01% | 0.25% | 0.24% |
| MOAltria Group Inc | 0.02% | 0.17% | 0.15% |
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 0.05% | 0.13% | 0.08% |
| OKEOneok Inc. | 0.01% | 0.09% | 0.08% |
| AFLAflac Inc. | 0.01% | 0.08% | 0.07% |
| KVUEKenvue Inc | 0.01% | 0.05% | 0.04% |
| ESEversource Energ | 0.01% | 0.04% | 0.03% |
| HUBBHubbell Inc | 0.00% | 0.04% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of BSV and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSV or IVV?
BSV has an expense ratio of 0.03% while IVV charges 0.03%. At the precision these are quoted to, they cost the same.
Which performed better, BSV or IVV?
Over the past year BSV returned +0.87% vs +15.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (19 years), BSV annualized +0.88% vs +9.32% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSV or IVV?
IVV has been the more volatile fund at 15.5% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs IVV -56.5%.
Should I hold both BSV and IVV?
BSV and IVV have a monthly-return correlation of 0.15, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BSV and IVV?
At least 8.2% of IVV's money is in holdings BSV also owns. Our book for BSV is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 1,013 positions we hold weights for in BSV and 490 in IVV.
Which pays a higher dividend, BSV or IVV?
BSV yields 4.01% while IVV yields 1.06%, so BSV currently pays the higher dividend yield.
Is IVV better than BSV?
IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.