IVV vs SUSB
iShares Core S&P 500 ETF vs iShares ESG Aware 1-5 Year USD Corporate Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. SUSB offers more diversification with 1132 holdings.
Side-by-Side Comparison
| Metric | IVV | SUSB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.12% | |
| AUM | $865.2B | $1.3B | |
| Dividend Yield | 1.09% | 4.49% | |
| Holdings | 508 | 1,665 | |
| YTD Return | +13.43% | +0.58% | |
| 1Y Return | +22.61% | +2.81% | |
| 3Y Return (annualized) | +21.47% | +5.53% | |
| 5Y Return (annualized) | +13.26% | +2.30% | |
| Volatility (annualized) | 15.1% | 3.0% | |
| Max Drawdown | -56.5% | -13.3% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jul 11, 2017 |
IVV vs SUSB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +22.61% while SUSB returned +2.81%. Year to date, IVV is up 13.43% versus a gain of 0.58% for SUSB.
Over three years, IVV compounded at +21.47% per year against +5.53% for SUSB; over five years the annualized figures are +13.26% and +2.30% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% 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 15.1% compared with 3.0% for SUSB. 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 -13.3% for SUSB. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SUSB 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 1.09% against 4.49% for SUSB.
Holdings Overlap
IVV and SUSB share 1 holdings out of 1636 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SUSB | Difference |
|---|---|---|---|
| KDP | 0.06% | 0.03% | 0.03% |
Frequently Asked Questions
Which is cheaper, IVV or SUSB?
IVV has an expense ratio of 0.03% while SUSB charges 0.12%. IVV is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, IVV or SUSB?
Over the past year IVV returned +22.61% vs +2.81% for SUSB, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs +1.70% for SUSB. Past performance does not guarantee future results.
Which is riskier, IVV or SUSB?
IVV has been the more volatile fund at 15.1% annualized versus 3.0% for SUSB. Worst drawdown: IVV -56.5% vs SUSB -13.3%.
Should I hold both IVV and SUSB?
IVV and SUSB have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SUSB?
IVV and SUSB share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1636 unique securities.
Which pays a higher dividend, IVV or SUSB?
IVV yields 1.09% while SUSB yields 4.49%, so SUSB currently pays the higher dividend yield.
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