FCBD vs IVV
Frontier Asset Core Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FCBD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.84% | 0.03% | |
| AUM | $40M | $865.2B | |
| Dividend Yield | 4.15% | 1.09% | |
| Holdings | 8 | 508 | |
| YTD Return | +0.57% | +13.80% | |
| 1Y Return | +2.56% | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 2.0% | 15.1% | |
| Max Drawdown | -1.6% | -56.5% | |
| Fund Family | Frontier Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 19, 2024 | May 15, 2000 |
FCBD vs IVV Performance
Frontier Asset Core Bond ETF (FCBD) is a ETF from Frontier Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FCBD returned +2.56% while IVV returned +23.70%. Year to date, FCBD is up 0.57% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.0% for FCBD. 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 -1.6% for FCBD 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FCBD charges 0.84% per year while IVV charges 0.03%. On a $10,000 position that is $84 vs $3 annually, a gap of $81 per year that compounds over a long holding period. On income, FCBD currently yields 4.15% against 1.09% for IVV.
Holdings Overlap
FCBD and IVV share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FCBD or IVV?
FCBD has an expense ratio of 0.84% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, FCBD or IVV?
Over the past year FCBD returned +2.56% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), FCBD annualized +4.09% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, FCBD or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 2.0% for FCBD. Worst drawdown: FCBD -1.6% vs IVV -56.5%.
Should I hold both FCBD and IVV?
FCBD and IVV have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FCBD and IVV?
FCBD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, FCBD or IVV?
FCBD yields 4.15% while IVV yields 1.09%, so FCBD currently pays the higher dividend yield.
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