FCBD vs IVV
Frontier Asset Core Bond ETF vs iShares Core S&P 500 ETF
Which is better, FCBD or IVV?
Investment Grade Bond against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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
| Metric | FCBD | IVV |
|---|---|---|
| Expense Ratio | 0.84% | 0.03%Best |
| AUM | $40M | $876.4B |
| Dividend Yield | 4.17% | 1.06% |
| Holdings | 8 | 508 |
| YTD Return | -0.35% | +12.39%Best |
| 1Y Return | +0.57% | +16.61%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 2.1%Best | 12.6% |
| Max Drawdown | -1.7%Best | -18.8% |
| $10,000 over 1.7 years | $10,562 | $13,074Best |
| Top 10 Weight | - | 37.8% |
| Fund Family | Frontier Asset Management | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Dec 19, 2024 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 20, 2024 to Sep 18, 2026 (1.7 years).
FCBD 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 1.7 years both funds cover.
FCBD vs IVV Performance
Frontier Asset Core Bond ETF (FCBD) is an ETF from Frontier Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FCBD returned +0.57% while IVV returned +16.61%. Year to date, FCBD is down 0.35% versus a gain of 12.39% 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 12.6% compared with 2.1% 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 -1.7% for FCBD and -18.8% 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 0.19. They move largely independently of each other.
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 4.17% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 7 holdings in FCBD and 490 in IVV, totalling 98.8% 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 7 positions we hold weights for in FCBD and 490 in IVV, against full books of 8 and 508.
What only one of them owns
Our book lists 482 positions for IVV that do not appear in our book for FCBD (98.6% of the fund), and 7 for FCBD that do not appear in IVV (98.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of FCBD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $81 a year on a $10,000 investment.
Which performed better, FCBD or IVV?
Over the past year FCBD returned +0.57% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), FCBD annualized +3.27% vs +17.08% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FCBD or IVV?
IVV has been the more volatile fund at 12.6% annualized versus 2.1% for FCBD. Worst drawdown: FCBD -1.7% vs IVV -18.8%.
Should I hold both FCBD and IVV?
FCBD and IVV have a monthly-return correlation of 0.19, 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, FCBD or IVV?
FCBD yields 4.17% while IVV yields 1.06%, so FCBD currently pays the higher dividend yield.
Is IVV better than FCBD?
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.