IGBH vs IVV
IGBH vs IVV
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IGBH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.14% | 0.03% | |
| AUM | $203M | $865.2B | |
| Dividend Yield | 5.68% | 1.09% | |
| Holdings | 4,130 | 508 | |
| YTD Return | +1.43% | +13.80% | |
| 1Y Return | +5.80% | +23.70% | |
| 3Y Return (annualized) | +7.55% | +21.49% | |
| 5Y Return (annualized) | +5.34% | +13.43% | |
| Volatility (annualized) | 7.5% | 15.1% | |
| Max Drawdown | -38.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 22, 2015 | May 15, 2000 |
IGBH vs IVV Performance
iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IGBH returned +5.80% while IVV returned +23.70%. Year to date, IGBH is up 1.43% versus a gain of 13.80% for IVV.
Over three years, IGBH compounded at +7.55% per year against +21.49% for IVV; over five years the annualized figures are +5.34% and +13.43% respectively. Across the full 11-year window we track, IVV has the edge at +7.05% annualized vs +2.85%. 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 7.5% for IGBH. 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 -38.9% for IGBH 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGBH charges 0.14% per year while IVV charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, IGBH currently yields 5.68% against 1.09% for IVV.
Holdings Overlap
IGBH and IVV share 0 holdings out of 581 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, IGBH or IVV?
IGBH has an expense ratio of 0.14% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, IGBH or IVV?
Over the past year IGBH returned +5.80% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IGBH annualized +2.85% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, IGBH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.5% for IGBH. Worst drawdown: IGBH -38.9% vs IVV -56.5%.
Should I hold both IGBH and IVV?
IGBH and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGBH and IVV?
IGBH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, IGBH or IVV?
IGBH yields 5.68% while IVV yields 1.09%, so IGBH currently pays the higher dividend yield.
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