ESBG vs IVV
First Trust Enhanced Stocks, Bonds & Gold ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ESBG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $2M | $907.0B | |
| Dividend Yield | 1.12% | 1.10% | |
| Holdings | 2 | 508 | |
| YTD Return | +4.59% | +14.29% | |
| 1Y Return | - | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -18.8% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 18, 2025 | May 15, 2000 |
ESBG vs IVV Performance
First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, ESBG is up 4.59% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -18.8% for ESBG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ESBG charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, ESBG currently yields 1.12% against 1.10% for IVV.
Frequently Asked Questions
Which is cheaper, ESBG or IVV?
ESBG has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which pays a higher dividend, ESBG or IVV?
ESBG yields 1.12% while IVV yields 1.10%, so ESBG currently pays the higher dividend yield.
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