CORP vs IVV

CORP vs IVV

Which is better, CORP or IVV?

Long Term Mid Quality against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricCORPIVV
Expense Ratio0.41%0.03%Best
AUM$1.5B$886.7B
Dividend Yield4.48%1.10%
Holdings1,470508
YTD Return-0.30%+13.39%Best
1Y Return+1.23%+20.08%Best
3Y Return (annualized)+5.56%+21.29%Best
5Y Return (annualized)+0.33%+12.88%Best
Volatility (annualized)6.1%Best14.1%
Max Drawdown-21.5%Best-33.9%
$10,000 over 5 years$10,166$18,327Best
Fund FamilyPIMCO (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Blend
InceptionSep 20, 2010May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 21, 2010 to Sep 4, 2026 (16 years).

CORP 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.

CORP vs IVV Performance

Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) is an ETF from PIMCO (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CORP returned +1.23% while IVV returned +20.08%. Year to date, CORP is down 0.30% versus a gain of 13.39% for IVV.

Over three years, CORP compounded at +5.56% per year against +21.29% for IVV; over five years the annualized figures are +0.33% and +12.88% respectively. Across the full 16-year window we track, IVV has the edge at +13.24% annualized vs +1.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.1% for CORP. 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 -21.5% for CORP and -33.9% 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CORP charges 0.41% per year while IVV charges 0.03%. On a $10,000 position that is $41 vs $3 annually, a gap of $38 per year that compounds over a long holding period. On income, CORP currently yields 4.48% against 1.10% for IVV.

Holdings Overlap

We hold position weights for 1,184 holdings in CORP and 504 in IVV, totalling 85.2% and 100.0% 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 1,184 positions we hold weights for in CORP and 504 in IVV, against full books of 1,470 and 508.

You are not choosing between two funds in isolation.

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

CORPIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CORP or IVV?

CORP has an expense ratio of 0.41% while IVV charges 0.03%. IVV is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, CORP or IVV?

Over the past year CORP returned +1.23% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (16 years), CORP annualized +1.05% vs +13.24% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CORP or IVV?

IVV has been the more volatile fund at 14.1% annualized versus 6.1% for CORP. Worst drawdown: CORP -21.5% vs IVV -33.9%.

Should I hold both CORP and IVV?

CORP and IVV have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CORP or IVV?

CORP yields 4.48% while IVV yields 1.10%, so CORP currently pays the higher dividend yield.

Is IVV better than CORP?

IVV has a lower expense ratio. 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.