IVV vs SHAG
iShares Core S&P 500 ETF vs Wisdomtree Yield Enhanced US Short-Term Aggregate Bond Fund
Which is better, IVV or SHAG?
Large Cap Blend against Short Term Bond.
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 | SHAG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.12% |
| AUM | $876.4B | $47M |
| Dividend Yield | 1.06% | 4.23% |
| Holdings | 508 | 1,210 |
| YTD Return | +12.01%Best | -2.77% |
| 1Y Return | +16.48%Best | -2.07% |
| 3Y Return (annualized) | +21.21%Best | +3.42% |
| 5Y Return (annualized) | +12.95%Best | +0.81% |
| Volatility (annualized) | 15.9% | 2.6%Best |
| Max Drawdown | -33.9% | -9.6%Best |
| $10,000 over 5 years | $18,384Best | $10,412 |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Short Term Bond |
| Inception | May 15, 2000 | May 18, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 18, 2017 to Sep 14, 2026 (9.3 years).
IVV vs SHAG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs SHAG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Wisdomtree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) is an ETF from WisdomTree Investments. Over the past year IVV returned +16.48% while SHAG returned -2.07%. Year to date, IVV is up 12.01% versus a loss of 2.77% for SHAG.
Over three years, IVV compounded at +21.21% per year against +3.42% for SHAG; over five years the annualized figures are +12.95% and +0.81% respectively. Across the full 9-year window we track, IVV has the edge at +14.26% annualized vs +1.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 2.6% for SHAG. 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 -33.9% for IVV and -9.6% for SHAG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while SHAG charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.23% for SHAG.
You are not choosing between two funds in isolation.
Whichever of IVV and SHAG 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 SHAG?
IVV has an expense ratio of 0.03% while SHAG charges 0.12%. IVV is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, IVV or SHAG?
Over the past year IVV returned +16.48% vs -2.07% for SHAG, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +14.26% vs +1.70% for SHAG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SHAG?
IVV has been the more volatile fund at 15.9% annualized versus 2.6% for SHAG. Worst drawdown: IVV -33.9% vs SHAG -9.6%.
Should I hold both IVV and SHAG?
IVV and SHAG have a monthly-return correlation of 0.44, 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 SHAG?
IVV yields 1.06% while SHAG yields 4.23%, so SHAG currently pays the higher dividend yield.
Is SHAG 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.