IBHM vs IVV
iShares iBonds 2033 Term High Yield and Income ETF vs iShares Core S&P 500 ETF
Which is better, IBHM or IVV?
High Yield Bond against Large Cap Blend.
IVV has a lower expense ratio.
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 | IBHM | IVV |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $16M | $876.4B |
| Dividend Yield | 2.17% | 1.06% |
| Holdings | 174 | 508 |
| YTD Return | +0.03% | +12.01%Best |
| 1Y Return | - | +16.48% |
| 3Y Return (annualized) | - | +21.21% |
| 5Y Return (annualized) | - | +12.95% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Blend |
| Inception | Mar 25, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IBHM 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 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.
IBHM vs IVV Performance
iShares iBonds 2033 Term High Yield and Income ETF (IBHM) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, IBHM is up 0.03% versus a gain of 12.01% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
IBHM charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, IBHM currently yields 2.17% against 1.06% for IVV.
Holdings Overlap
At least 0.1% of IVV's money is in holdings IBHM also owns.
Stated as a floor: for IBHM, our book for it covers 56.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 98 positions we hold weights for in IBHM and 490 in IVV, against full books of 174 and 508.
Top Shared Holdings
| Stock | Weight in IBHM | Weight in IVV | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 2.04% | 0.15% | 1.89% |
You are not choosing between two funds in isolation.
Whichever of IBHM 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, IBHM or IVV?
IBHM has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which pays a higher dividend, IBHM or IVV?
IBHM yields 2.17% while IVV yields 1.06%, so IBHM currently pays the higher dividend yield.
Is IVV better than IBHM?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.