IVV vs SHRD
iShares Core S&P 500 ETF vs Arimathea Catholic Core Bond ETF
Which is better, IVV or SHRD?
Large Cap Blend against Investment Grade Bond.
IVV has a lower expense ratio.
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 | SHRD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.52% |
| AUM | $876.4B | $13M |
| Dividend Yield | 1.06% | 0.77% |
| Holdings | 508 | 100 |
| YTD Return | +12.39%Best | -2.15% |
| 1Y Return | +16.61% | - |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Fund Family | iShares by BlackRock (US) | Faith Investor Services |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Investment Grade Bond |
| Inception | May 15, 2000 | Jun 12, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs SHRD 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 SHRD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Arimathea Catholic Core Bond ETF (SHRD) is an ETF from Faith Investor Services. Year to date, IVV is up 12.39% versus a loss of 2.15% for SHRD.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while SHRD charges 0.52%. On a $10,000 position that is $3 vs $52 annually, a gap of $49 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.77% for SHRD.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 83 in SHRD, totalling 99.3% and 67.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in SHRD, against full books of 508 and 100.
You are not choosing between two funds in isolation.
Whichever of IVV and SHRD 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 SHRD?
IVV has an expense ratio of 0.03% while SHRD charges 0.52%. IVV is the cheaper option, by $49 a year on a $10,000 investment.
Which pays a higher dividend, IVV or SHRD?
IVV yields 1.06% while SHRD yields 0.77%, so IVV currently pays the higher dividend yield.
Is SHRD better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.