CIBR vs IVV
First Trust NASDAQ Cybersecurity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CIBR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CIBR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $14.0B | $865.2B | |
| Dividend Yield | 0.46% | 1.09% | |
| Holdings | 44 | 508 | |
| YTD Return | +44.97% | +14.50% | |
| 1Y Return | +41.06% | +22.02% | |
| 3Y Return (annualized) | +31.69% | +21.80% | |
| 5Y Return (annualized) | +16.43% | +13.37% | |
| Volatility (annualized) | 21.8% | 15.1% | |
| Max Drawdown | -33.9% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 7, 2015 | May 15, 2000 |
CIBR vs IVV Performance
First Trust NASDAQ Cybersecurity ETF (CIBR) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CIBR returned +41.06% while IVV returned +22.02%. Year to date, CIBR is up 44.97% versus a gain of 14.50% for IVV.
Over three years, CIBR compounded at +31.69% per year against +21.80% for IVV; over five years the annualized figures are +16.43% and +13.37% respectively. Across the full 11-year window we track, CIBR has the edge at +16.07% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CIBR has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 15.1% for IVV. 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 -33.9% for CIBR 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CIBR charges 0.58% per year while IVV charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, CIBR currently yields 0.46% against 1.09% for IVV.
Holdings Overlap
CIBR and IVV share 16 holdings out of 531 unique holdings combined, representing a 8.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CIBR or IVV?
CIBR has an expense ratio of 0.58% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, CIBR or IVV?
Over the past year CIBR returned +41.06% vs +22.02% for IVV, so CIBR leads on 1-year performance. Over the longest common window we track (11 years), CIBR annualized +16.07% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, CIBR or IVV?
CIBR has been the more volatile fund at 21.8% annualized versus 15.1% for IVV. Worst drawdown: CIBR -33.9% vs IVV -56.5%.
Should I hold both CIBR and IVV?
CIBR and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CIBR and IVV?
CIBR and IVV share 16 common holdings with a 8.9% weight overlap. Combined, they hold 531 unique securities.
Which pays a higher dividend, CIBR or IVV?
CIBR yields 0.46% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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