FB vs IVV

FB vs IVV

Which is better, FB or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y 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

MetricFBIVV
Expense Ratio0.58%0.03%Best
AUM$3M$876.4B
Dividend Yield1.97%1.06%
Holdings501508
YTD Return+7.44%+12.51%Best
1Y Return+10.20%+17.57%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)3.4%Best12.0%
Max Drawdown-1.8%Best-8.9%
$10,000 over 1.2 years$11,400$12,616Best
Fund FamilyProSharesiShares by BlackRock (US)
CategoryAlternativeEquity
Style-Large Cap Blend
InceptionJun 24, 2025May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 11, 2026 (1.2 years).

FB 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 covers the 1.2 years both funds cover.

FB vs IVV Performance

ProShares S&P 500 Dynamic Buffer ETF (FB) is an ETF from ProShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FB returned +10.20% while IVV returned +17.57%. Year to date, FB is up 7.44% versus a gain of 12.51% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 3.4% for FB. 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 -1.8% for FB and -8.9% 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FB 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, FB currently yields 1.97% against 1.06% for IVV.

Holdings Overlap

IVV already in FB97.5%

At least 97.5% of IVV's money is in holdings FB also owns.

Stated as a floor: for FB, our book for it covers 77.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of IVV is already inside FB. Owning both mostly buys the same companies twice.

465 positions in common, counted across the 483 positions we hold weights for in FB and 505 in IVV, against full books of 501 and 508.

Top Shared Holdings

StockWeight in FBWeight in IVVDifference
NVDANvidia Corp.6.25%7.98%1.73%
AAPLApple, Inc5.38%6.86%1.48%
MSFTMicrosoft Corp 4.100 Feb 06 374.27%5.44%1.17%
AMZNAmazon.Com Inc3.13%4.01%0.88%
GOOGLAlphabet A Usd 0.0012.49%3.19%0.70%
AVGOBroadcom Inc2.32%2.98%0.66%
GOOGAlphabet Inc1.98%2.56%0.58%
METAMeta Platforms, Inc.1.53%1.94%0.41%
MUMicron Technology, Inc.1.24%1.51%0.27%
JPMJpmorgan Chase & Co.1.14%1.45%0.31%

97.5% of IVV is already inside FB.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FBIVV

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Frequently Asked Questions

Which is cheaper, FB or IVV?

FB has an expense ratio of 0.58% while IVV charges 0.03%. IVV is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, FB or IVV?

Over the past year FB returned +10.20% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), FB annualized +11.54% vs +21.37% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FB or IVV?

IVV has been the more volatile fund at 12.0% annualized versus 3.4% for FB. Worst drawdown: FB -1.8% vs IVV -8.9%.

Should I hold both FB and IVV?

FB and IVV have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FB and IVV?

At least 97.5% of IVV's money is in holdings FB also owns. Our book for FB is partial, so the real figure is this or higher. They hold 465 positions in common, counted across the 483 positions we hold weights for in FB and 505 in IVV.

Which pays a higher dividend, FB or IVV?

FB yields 1.97% while IVV yields 1.06%, so FB currently pays the higher dividend yield.

Is IVV better than FB?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.