ISCB vs IVV
iShares Morningstar Small-Cap ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ISCB delivered stronger 1-year returns. ISCB offers more diversification with 1305 holdings.
Side-by-Side Comparison
| Metric | ISCB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $283M | $865.2B | |
| Dividend Yield | 1.26% | 1.09% | |
| Holdings | 1,587 | 508 | |
| YTD Return | +17.70% | +13.80% | |
| 1Y Return | +31.65% | +23.70% | |
| 3Y Return (annualized) | +16.22% | +21.49% | |
| 5Y Return (annualized) | +7.76% | +13.43% | |
| Volatility (annualized) | 19.7% | 15.1% | |
| Max Drawdown | -61.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2004 | May 15, 2000 |
ISCB vs IVV Performance
iShares Morningstar Small-Cap ETF (ISCB) 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 ISCB returned +31.65% while IVV returned +23.70%. Year to date, ISCB is up 17.70% versus a gain of 13.80% for IVV.
Over three years, ISCB compounded at +16.22% per year against +21.49% for IVV; over five years the annualized figures are +7.76% and +13.43% respectively. Across the full 22-year window we track, ISCB has the edge at +8.05% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ISCB has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 15.1% for IVV. 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 -61.9% for ISCB 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ISCB charges 0.04% per year while IVV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, ISCB currently yields 1.26% against 1.09% for IVV.
Holdings Overlap
ISCB and IVV share 66 holdings out of 1744 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ISCB or IVV?
ISCB has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, ISCB or IVV?
Over the past year ISCB returned +31.65% vs +23.70% for IVV, so ISCB leads on 1-year performance. Over the longest common window we track (22 years), ISCB annualized +8.05% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, ISCB or IVV?
ISCB has been the more volatile fund at 19.7% annualized versus 15.1% for IVV. Worst drawdown: ISCB -61.9% vs IVV -56.5%.
Should I hold both ISCB and IVV?
ISCB and IVV have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ISCB and IVV?
ISCB and IVV share 66 common holdings with a 1.4% weight overlap. Combined, they hold 1744 unique securities.
Which pays a higher dividend, ISCB or IVV?
ISCB yields 1.26% while IVV yields 1.09%, so ISCB currently pays the higher dividend yield.
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