CMBO vs IVV

CMBO vs IVV

Which is better, CMBO or IVV?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricCMBOIVV
Expense Ratio0.15%0.03%Best
AUM$3M$876.4B
Dividend Yield0.00%1.06%
Holdings6508
YTD Return+0.82%+12.39%Best
1Y Return-+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Fund FamilyWayfinder ETFsiShares by BlackRock (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionNov 4, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

CMBO 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.

CMBO vs IVV Performance

Wayfinder Dynamic US Interest Rate ETF (CMBO) is an ETF from Wayfinder ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, CMBO is up 0.82% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

CMBO charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, CMBO currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in CMBO and 490 in IVV, totalling 3.5% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in CMBO and 490 in IVV, against full books of 6 and 508.

You are not choosing between two funds in isolation.

Whichever of CMBO and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CMBOIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CMBO or IVV?

CMBO has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option, by $12 a year on a $10,000 investment.

Which pays a higher dividend, CMBO or IVV?

CMBO yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than CMBO?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.