IBND vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIBNDIVVWinner
Expense Ratio0.50%0.03%
AUM$454M$865.2B
Dividend Yield2.76%1.09%
Holdings968508
YTD Return-1.36%+14.50%
1Y Return-1.00%+22.02%
3Y Return (annualized)+5.74%+21.80%
5Y Return (annualized)-1.29%+13.37%
Volatility (annualized)9.6%15.1%
Max Drawdown-35.6%-56.5%
Fund FamilySPDR State Street Global AdvisorsiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionMay 19, 2010May 15, 2000

IBND vs IVV Performance

State Street SPDR Bloomberg International Corporate Bond ETF (IBND) is a ETF from SPDR State Street Global Advisors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IBND returned -1.00% while IVV returned +22.02%. Year to date, IBND is down 1.36% versus a gain of 14.50% for IVV.

Over three years, IBND compounded at +5.74% per year against +21.80% for IVV; over five years the annualized figures are -1.29% and +13.37% respectively. Across the full 16-year window we track, IVV has the edge at +7.07% annualized vs +0.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.6% for IBND. 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 -35.6% for IBND and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBND charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, IBND currently yields 2.76% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

IBND and IVV share 0 holdings out of 546 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, IBND or IVV?

IBND has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, IBND or IVV?

Over the past year IBND returned -1.00% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IBND annualized +0.69% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, IBND or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 9.6% for IBND. Worst drawdown: IBND -35.6% vs IVV -56.5%.

Should I hold both IBND and IVV?

IBND and IVV have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBND and IVV?

IBND and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 546 unique securities.

Which pays a higher dividend, IBND or IVV?

IBND yields 2.76% while IVV yields 1.09%, so IBND currently pays the higher dividend yield.

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