IBMV vs SPY
iShares iBonds Dec 2033 Term Muni Bond ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IBMV | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.09% | |
| AUM | $11M | $814.4B | |
| Dividend Yield | 0.76% | 1.01% | |
| Holdings | 191 | 505 | |
| YTD Return | -1.18% | +12.60% | |
| 1Y Return | - | +20.83% | |
| 3Y Return (annualized) | - | +20.98% | |
| 5Y Return (annualized) | - | +12.56% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -3.2% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management | |
| Category | Fixed Income | Equity | |
| Inception | Mar 25, 2026 | Jan 22, 1993 |
IBMV vs SPY Performance
iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, IBMV is down 1.18% versus a gain of 12.60% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.2% for IBMV and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IBMV charges 0.18% per year while SPY charges 0.09%. On a $10,000 position that is $18 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, IBMV currently yields 0.76% against 1.01% for SPY.
Holdings Overlap
IBMV and SPY share 0 holdings out of 542 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, IBMV or SPY?
IBMV has an expense ratio of 0.18% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
What is the holdings overlap between IBMV and SPY?
IBMV and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 542 unique securities.
Which pays a higher dividend, IBMV or SPY?
IBMV yields 0.76% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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