IVV vs IVVB
iShares Core S&P 500 ETF vs iShares Large Cap Deep Quarterly Laddered ETF
Which is better, IVV or IVVB?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96.
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 | IVV | IVVB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $131M |
| Dividend Yield | 1.06% | 1.14% |
| Holdings | 508 | 14 |
| YTD Return | +12.27%Best | +6.64% |
| 1Y Return | +17.04%Best | +8.71% |
| 3Y Return (annualized) | +21.24%Best | +11.70% |
| 5Y Return (annualized) | +13.08% | - |
| Volatility (annualized) | 12.7% | 8.7%Best |
| Max Drawdown | -18.8% | -13.1%Best |
| $10,000 over 3.2 years | $17,845Best | $13,933 |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jun 28, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 30, 2023 to Sep 17, 2026 (3.2 years).
IVV vs IVVB 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 3.2 years both funds cover.
IVV vs IVVB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares Large Cap Deep Quarterly Laddered ETF (IVVB) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.04% while IVVB returned +8.71%. Year to date, IVV is up 12.27% versus a gain of 6.64% for IVVB.
Over three years, IVV compounded at +21.24% per year against +11.70% for IVVB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 8.7% for IVVB. 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 -18.8% for IVV and -13.1% for IVVB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while IVVB charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.14% for IVVB.
Holdings Overlap
At least 0.1% of IVV's money is in holdings IVVB also owns.
Stated as a floor: for IVVB, our book for it covers 100.3% 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.
1 positions in common, counted across the 490 positions we hold weights for in IVV and 3 in IVVB, against full books of 508 and 14.
Top Shared Holdings
| Stock | Weight in IVV | Weight in IVVB | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 0.15% | 0.58% | 0.43% |
You are not choosing between two funds in isolation.
Whichever of IVV and IVVB 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, IVV or IVVB?
IVV has an expense ratio of 0.03% while IVVB charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or IVVB?
Over the past year IVV returned +17.04% vs +8.71% for IVVB, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or IVVB?
IVV has been the more volatile fund at 12.7% annualized versus 8.7% for IVVB. Worst drawdown: IVV -18.8% vs IVVB -13.1%.
Should I hold both IVV and IVVB?
IVV and IVVB have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVV or IVVB?
IVV yields 1.06% while IVVB yields 1.14%, so IVVB currently pays the higher dividend yield.
Is IVVB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.