IVV vs NBSD
iShares Core S&P 500 ETF vs Neuberger Berman Short Duration Income ETF
Which is better, IVV or NBSD?
Large Cap Blend against Short Term High Quality.
IVV has a lower expense ratio. IVV led over 1Y 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 | NBSD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $876.4B | $1.3B |
| Dividend Yield | 1.06% | 4.76% |
| Holdings | 508 | 1,073 |
| YTD Return | +11.57%Best | +1.44% |
| 1Y Return | +17.57%Best | +2.88% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.0% | 2.1%Best |
| Max Drawdown | -18.8% | -2.6%Best |
| $10,000 over 2.2 years | $14,288Best | $11,189 |
| Fund Family | iShares by BlackRock (US) | Neuberger Berman |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Short Term High Quality |
| Inception | May 15, 2000 | Jun 24, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 24, 2024 to Sep 10, 2026 (2.2 years).
IVV vs NBSD 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 2.2 years both funds cover.
IVV vs NBSD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Neuberger Berman Short Duration Income ETF (NBSD) is an ETF from Neuberger Berman. Over the past year IVV returned +17.57% while NBSD returned +2.88%. Year to date, IVV is up 11.57% versus a gain of 1.44% for NBSD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 2.1% for NBSD. 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 -2.6% for NBSD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.29. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while NBSD charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.76% for NBSD.
Holdings Overlap
At least 0.5% of IVV's money is in holdings NBSD also owns.
Stated as a floor: for NBSD, our book for it covers 40.3% 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 505 positions we hold weights for in IVV and 385 in NBSD, against full books of 508 and 1,073.
Top Shared Holdings
| Stock | Weight in IVV | Weight in NBSD | Difference |
|---|---|---|---|
| GSGoldman Sachs Group, Inc. (The), Series V | 0.47% | 0.41% | 0.06% |
You are not choosing between two funds in isolation.
Whichever of IVV and NBSD 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 NBSD?
IVV has an expense ratio of 0.03% while NBSD charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, IVV or NBSD?
Over the past year IVV returned +17.57% vs +2.88% for NBSD, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +17.61% vs +5.24% for NBSD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NBSD?
IVV has been the more volatile fund at 12.0% annualized versus 2.1% for NBSD. Worst drawdown: IVV -18.8% vs NBSD -2.6%.
Should I hold both IVV and NBSD?
IVV and NBSD have a monthly-return correlation of 0.29, 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 NBSD?
IVV yields 1.06% while NBSD yields 4.76%, so NBSD currently pays the higher dividend yield.
Is NBSD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.