IVV vs MYCM
iShares Core S&P 500 ETF vs State Street My2033 Corporate Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | MYCM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $865.2B | $9M | |
| Dividend Yield | 1.09% | 4.73% | |
| Holdings | 508 | 87 | |
| YTD Return | +14.50% | -0.23% | |
| 1Y Return | +22.02% | +2.32% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 4.1% | |
| Max Drawdown | -56.5% | -4.2% | |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 23, 2024 |
IVV vs MYCM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and State Street My2033 Corporate Bond ETF (MYCM) is a ETF from State Street Investment Management. Over the past year IVV returned +22.02% while MYCM returned +2.32%. Year to date, IVV is up 14.50% versus a loss of 0.23% for MYCM.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.1% for MYCM. 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 -56.5% for IVV and -4.2% for MYCM. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while MYCM charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.73% for MYCM.
Holdings Overlap
IVV and MYCM share 0 holdings out of 513 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, IVV or MYCM?
IVV has an expense ratio of 0.03% while MYCM charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, IVV or MYCM?
Over the past year IVV returned +22.02% vs +2.32% for MYCM, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.07% vs +3.10% for MYCM. Past performance does not guarantee future results.
Which is riskier, IVV or MYCM?
IVV has been the more volatile fund at 15.1% annualized versus 4.1% for MYCM. Worst drawdown: IVV -56.5% vs MYCM -4.2%.
Should I hold both IVV and MYCM?
IVV and MYCM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MYCM?
IVV and MYCM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or MYCM?
IVV yields 1.09% while MYCM yields 4.73%, so MYCM currently pays the higher dividend yield.
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