IVV vs TABD
iShares Core S&P 500 ETF vs Transamerica Bond Active ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | TABD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $907.0B | $149M | |
| Dividend Yield | 1.10% | 2.97% | |
| Holdings | 508 | 404 | |
| YTD Return | +12.76% | +0.81% | |
| 1Y Return | +20.63% | - | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -3.0% | |
| Fund Family | iShares by BlackRock (US) | Transamerica | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Dec 15, 2025 |
IVV vs TABD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Transamerica Bond Active ETF (TABD) is a ETF from Transamerica. Year to date, IVV is up 12.76% versus a gain of 0.81% for TABD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.0% for TABD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while TABD charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.97% for TABD.
Holdings Overlap
IVV and TABD share 1 holdings out of 746 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in TABD | Difference |
|---|---|---|---|
| TMUS | 0.14% | 0.08% | 0.06% |
Frequently Asked Questions
Which is cheaper, IVV or TABD?
IVV has an expense ratio of 0.03% while TABD charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between IVV and TABD?
IVV and TABD share 1 common holdings with a 0.1% weight overlap. Combined, they hold 746 unique securities.
Which pays a higher dividend, IVV or TABD?
IVV yields 1.10% while TABD yields 2.97%, so TABD currently pays the higher dividend yield.
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