IBIM vs IVV
iShares iBonds Oct 2036 Term TIPS ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IBIM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $17M | $907.0B | |
| Dividend Yield | 1.86% | 1.10% | |
| Holdings | 2 | 508 | |
| YTD Return | +1.31% | +12.28% | |
| 1Y Return | - | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.0% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 25, 2026 | May 15, 2000 |
IBIM vs IVV Performance
iShares iBonds Oct 2036 Term TIPS ETF (IBIM) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, IBIM is up 1.31% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for IBIM and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IBIM charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, IBIM currently yields 1.86% against 1.10% for IVV.
Holdings Overlap
IBIM and IVV share 1 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IBIM | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.02% | 0.15% | 0.13% |
Frequently Asked Questions
Which is cheaper, IBIM or IVV?
IBIM has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
What is the holdings overlap between IBIM and IVV?
IBIM and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, IBIM or IVV?
IBIM yields 1.86% while IVV yields 1.10%, so IBIM currently pays the higher dividend yield.
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