CGIB vs IVV
Capital Group International Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CGIB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $326M | $907.0B | |
| Dividend Yield | 1.45% | 1.10% | |
| Holdings | 439 | 508 | |
| YTD Return | +0.67% | +12.71% | |
| 1Y Return | +2.18% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 3.0% | 15.1% | |
| Max Drawdown | -2.7% | -56.5% | |
| Fund Family | Capital Group (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 25, 2024 | May 15, 2000 |
CGIB vs IVV Performance
Capital Group International Bond ETF (CGIB) is a ETF from Capital Group (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CGIB returned +2.18% while IVV returned +21.89%. Year to date, CGIB is up 0.67% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.0% for CGIB. 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 -2.7% for CGIB and -56.5% for IVV. 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGIB charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, CGIB currently yields 1.45% against 1.10% for IVV.
Holdings Overlap
CGIB and IVV share 0 holdings out of 557 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGIB or IVV?
CGIB has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, CGIB or IVV?
Over the past year CGIB returned +2.18% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), CGIB annualized +3.64% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, CGIB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 3.0% for CGIB. Worst drawdown: CGIB -2.7% vs IVV -56.5%.
Should I hold both CGIB and IVV?
CGIB and IVV have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGIB and IVV?
CGIB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 557 unique securities.
Which pays a higher dividend, CGIB or IVV?
CGIB yields 1.45% while IVV yields 1.10%, so CGIB currently pays the higher dividend yield.
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