IBCB vs SPY

IBCB vs SPY

Which is better, IBCB or SPY?

Investment Grade Bond against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricIBCBSPY
Expense Ratio0.10%0.09%Best
AUM$133M$804.7B
Dividend Yield1.42%0.98%
Holdings291505
YTD Return-0.93%+12.09%Best
1Y Return-+16.29%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+13.37%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Blend
InceptionMar 25, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IBCB vs SPY 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.

IBCB vs SPY Performance

iShares iBonds Dec 2036 Term Corporate ETF (IBCB) is an ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, IBCB is down 0.93% versus a gain of 12.09% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

IBCB charges 0.10% per year while SPY charges 0.09%. On a $10,000 position that is $10 vs $9 annually, a gap of $1 per year that compounds over a long holding period. On income, IBCB currently yields 1.42% against 0.98% for SPY.

Holdings Overlap

SPY already in IBCB1.1%

At least 1.1% of SPY's money is in holdings IBCB also owns.

Stated as a floor: for IBCB, our book for it covers 23.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SPY and IBCB share little of their money.

1 positions in common, counted across the 90 positions we hold weights for in IBCB and 504 in SPY, against full books of 291 and 505.

Top Shared Holdings

StockWeight in IBCBWeight in SPYDifference
AMDAdvanced Micro Devices Inc0.34%1.14%0.80%

You are not choosing between two funds in isolation.

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

IBCBSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBCB or SPY?

IBCB has an expense ratio of 0.10% while SPY charges 0.09%. SPY is the cheaper option, by $1 a year on a $10,000 investment.

What is the holdings overlap between IBCB and SPY?

At least 1.1% of SPY's money is in holdings IBCB also owns. Our book for IBCB is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 90 positions we hold weights for in IBCB and 504 in SPY.

Which pays a higher dividend, IBCB or SPY?

IBCB yields 1.42% while SPY yields 0.98%, so IBCB currently pays the higher dividend yield.

Is SPY better than IBCB?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.