IVV vs MBBB
iShares Core S&P 500 ETF vs VanEck Moody's Analytics BBB Corporate Bond ETF
Which is better, IVV or MBBB?
IVV has been ahead.
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 | IVV | MBBB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.25% |
| AUM | $876.4B | $5M |
| Dividend Yield | 1.06% | 5.17% |
| Holdings | 508 | 154 |
| YTD Return | +12.39%Best | -4.64% |
| 1Y Return | +16.61%Best | -4.86% |
| 3Y Return (annualized) | +21.38%Best | +4.29% |
| 5Y Return (annualized) | +13.51%Best | -0.54% |
| Volatility (annualized) | 15.1% | 7.4%Best |
| Max Drawdown | -24.5% | -21.7%Best |
| $10,000 over 5 years | $18,844Best | $9,733 |
| Fund Family | iShares by BlackRock (US) | VanEck |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Dec 1, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 2, 2020 to Sep 18, 2026 (5.8 years).
IVV vs MBBB 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 5.8 years both funds cover.
IVV vs MBBB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) is an ETF from VanEck. Over the past year IVV returned +16.61% while MBBB returned -4.86%. Year to date, IVV is up 12.39% versus a loss of 4.64% for MBBB.
Over three years, IVV compounded at +21.38% per year against +4.29% for MBBB; over five years the annualized figures are +13.51% and -0.54% respectively. Across the full 6-year window we track, IVV has the edge at +15.03% annualized vs +0.10%.
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 7.4% for MBBB. 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 -24.5% for IVV and -21.7% for MBBB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while MBBB charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 5.17% for MBBB.
Holdings Overlap
At least 0.2% of IVV's money is in holdings MBBB also owns.
Stated as a floor: for MBBB, our book for it covers 93.3% 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.
2 positions in common, counted across the 490 positions we hold weights for in IVV and 145 in MBBB, against full books of 508 and 154.
You are not choosing between two funds in isolation.
Whichever of IVV and MBBB 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 MBBB?
IVV has an expense ratio of 0.03% while MBBB charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, IVV or MBBB?
Over the past year IVV returned +16.61% vs -4.86% for MBBB, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.03% vs +0.10% for MBBB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MBBB?
IVV has been the more volatile fund at 15.1% annualized versus 7.4% for MBBB. Worst drawdown: IVV -24.5% vs MBBB -21.7%.
Should I hold both IVV and MBBB?
IVV and MBBB have a monthly-return correlation of 0.69, 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, IVV or MBBB?
IVV yields 1.06% while MBBB yields 5.17%, so MBBB currently pays the higher dividend yield.
Is MBBB better than IVV?
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.