IVV vs SLQD
iShares Core S&P 500 ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF
Which is better, IVV or SLQD?
IVV has been ahead.
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 | SLQD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.06% |
| AUM | $876.4B | $2.4B |
| Dividend Yield | 1.06% | 4.37% |
| Holdings | 508 | 3,046 |
| YTD Return | +13.32%Best | +0.57% |
| 1Y Return | +17.08%Best | +1.78% |
| 3Y Return (annualized) | +22.72%Best | +5.28% |
| 5Y Return (annualized) | +13.20%Best | +2.53% |
| Volatility (annualized) | 14.5% | 2.3%Best |
| Max Drawdown | -33.9% | -12.7%Best |
| $10,000 over 5 years | $18,588Best | $11,331 |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Oct 15, 2013 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 17, 2013 to Sep 23, 2026 (12.9 years).
IVV vs SLQD 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 SLQD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.08% while SLQD returned +1.78%. Year to date, IVV is up 13.32% versus a gain of 0.57% for SLQD.
Over three years, IVV compounded at +22.72% per year against +5.28% for SLQD; over five years the annualized figures are +13.20% and +2.53% respectively. Across the full 13-year window we track, IVV has the edge at +12.89% annualized vs +1.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 2.3% for SLQD. 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 -12.7% for SLQD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while SLQD charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.37% for SLQD.
Holdings Overlap
At least 0.3% of IVV's money is in holdings SLQD also owns.
Stated as a floor: for SLQD, our book for it covers 54.1% 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.
2 positions in common, counted across the 490 positions we hold weights for in IVV and 1,336 in SLQD, against full books of 508 and 3,046.
You are not choosing between two funds in isolation.
Whichever of IVV and SLQD 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 SLQD?
IVV has an expense ratio of 0.03% while SLQD charges 0.06%. IVV is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, IVV or SLQD?
Over the past year IVV returned +17.08% vs +1.78% for SLQD, so IVV leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +12.89% vs +1.32% for SLQD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SLQD?
IVV has been the more volatile fund at 14.5% annualized versus 2.3% for SLQD. Worst drawdown: IVV -33.9% vs SLQD -12.7%.
Should I hold both IVV and SLQD?
IVV and SLQD have a monthly-return correlation of 0.51, 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 SLQD?
IVV yields 1.06% while SLQD yields 4.37%, so SLQD currently pays the higher dividend yield.
Is SLQD 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.