IVV vs SCYB

Quick Verdict

IVV delivered stronger 1-year returns. SCYB offers more diversification with 1463 holdings.

Lower Fees: TiedHigher Returns: IVVMore Diversified: SCYB

Side-by-Side Comparison

MetricIVVSCYBWinner
Expense Ratio0.03%0.03%
AUM$865.2B$2.7B
Dividend Yield1.09%6.90%
Holdings5081,838
YTD Return+13.72%+1.84%
1Y Return+21.64%+4.85%
3Y Return (annualized)+21.55%+7.98%
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%4.4%
Max Drawdown-56.5%-4.9%
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryEquityFixed Income
InceptionMay 15, 2000Jul 11, 2023

IVV vs SCYB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Schwab High Yield Bond ETF (SCYB) is a ETF from Charles Schwab Asset Management. Over the past year IVV returned +21.64% while SCYB returned +4.85%. Year to date, IVV is up 13.72% versus a gain of 1.84% for SCYB.

Over three years, IVV compounded at +21.55% per year against +7.98% for SCYB. Across the full 3-year window we track, SCYB has the edge at +7.95% annualized vs +7.04%. 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 4.4% for SCYB. 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 -4.9% for SCYB. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SCYB charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, IVV currently yields 1.09% against 6.90% for SCYB.

Holdings Overlap

0.0%overlap

IVV and SCYB share 1 holdings out of 1967 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SCYBDifference
MGM0.01%0.08%0.07%

Frequently Asked Questions

Which is cheaper, IVV or SCYB?

IVV has an expense ratio of 0.03% while SCYB charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, IVV or SCYB?

Over the past year IVV returned +21.64% vs +4.85% for SCYB, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.04% vs +7.95% for SCYB. Past performance does not guarantee future results.

Which is riskier, IVV or SCYB?

IVV has been the more volatile fund at 15.1% annualized versus 4.4% for SCYB. Worst drawdown: IVV -56.5% vs SCYB -4.9%.

Should I hold both IVV and SCYB?

IVV and SCYB have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SCYB?

IVV and SCYB share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1967 unique securities.

Which pays a higher dividend, IVV or SCYB?

IVV yields 1.09% while SCYB yields 6.90%, so SCYB currently pays the higher dividend yield.

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