IGEB vs IVV
iShares Investment Grade Systematic Bond ETF vs iShares Core S&P 500 ETF
Which is better, IGEB or IVV?
Long Term Mid Quality against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | IGEB | IVV |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $1.5B | $886.7B |
| Dividend Yield | 5.14% | 1.10% |
| Holdings | 458 | 508 |
| YTD Return | -3.74% | +13.39%Best |
| 1Y Return | -2.71% | +20.08%Best |
| 3Y Return (annualized) | +4.49% | +21.29%Best |
| 5Y Return (annualized) | -0.26% | +12.88%Best |
| Volatility (annualized) | 7.3%Best | 16.0% |
| Max Drawdown | -21.1%Best | -33.9% |
| $10,000 over 5 years | $9,871 | $18,327Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Mid Quality | Large Cap Blend |
| Inception | Jul 11, 2017 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2017 to Sep 4, 2026 (9.1 years).
IGEB 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 covers the 9.1 years both funds cover.
IGEB vs IVV Performance
iShares Investment Grade Systematic Bond ETF (IGEB) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IGEB returned -2.71% while IVV returned +20.08%. Year to date, IGEB is down 3.74% versus a gain of 13.39% for IVV.
Over three years, IGEB compounded at +4.49% per year against +21.29% for IVV; over five years the annualized figures are -0.26% and +12.88% respectively. Across the full 9-year window we track, IVV has the edge at +14.31% annualized vs +2.50%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 7.3% for IGEB. 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 -21.1% for IGEB and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGEB charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IGEB currently yields 5.14% against 1.10% for IVV.
Holdings Overlap
At least 0.5% of IVV's money is in holdings IGEB also owns.
Stated as a floor: for IGEB, our book for it covers 84.7% 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.
4 positions in common, counted across the 374 positions we hold weights for in IGEB and 504 in IVV, against full books of 458 and 508.
You are not choosing between two funds in isolation.
Whichever of IGEB 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, IGEB or IVV?
IGEB has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, IGEB or IVV?
Over the past year IGEB returned -2.71% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IGEB annualized +2.50% vs +14.31% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGEB or IVV?
IVV has been the more volatile fund at 16.0% annualized versus 7.3% for IGEB. Worst drawdown: IGEB -21.1% vs IVV -33.9%.
Should I hold both IGEB and IVV?
IGEB and IVV have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IGEB or IVV?
IGEB yields 5.14% while IVV yields 1.10%, so IGEB currently pays the higher dividend yield.
Is IVV better than IGEB?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.