IVV vs USLN

IVV vs USLN

Which is better, IVV or USLN?

Large Cap Blend against Bank Loan.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVUSLN
Expense Ratio0.03%Best0.40%
AUM$876.4B$23M
Dividend Yield1.06%2.76%
Holdings508292
YTD Return+14.15%Best+0.33%
1Y Return+17.31%-
3Y Return (annualized)+23.17%-
5Y Return (annualized)+13.85%-
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityFixed Income
StyleLarge Cap BlendBank Loan
InceptionMay 15, 2000Mar 3, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs USLN 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 USLN Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares Broad USD Floating Rate Loan ETF (USLN) is an ETF from iShares by BlackRock (US). Year to date, IVV is up 14.15% versus a gain of 0.33% for USLN.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while USLN charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 2.76% for USLN.

Holdings Overlap

IVV already in USLN0.1%

At least 0.1% of IVV's money is in holdings USLN also owns.

Stated as a floor: for USLN, our book for it covers 54.8% 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.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 137 in USLN, against full books of 508 and 292.

Top Shared Holdings

StockWeight in IVVWeight in USLNDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.15%5.04%4.89%

You are not choosing between two funds in isolation.

Whichever of IVV and USLN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVUSLN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or USLN?

IVV has an expense ratio of 0.03% while USLN charges 0.40%. IVV is the cheaper option, by $37 a year on a $10,000 investment.

Which pays a higher dividend, IVV or USLN?

IVV yields 1.06% while USLN yields 2.76%, so USLN currently pays the higher dividend yield.

Is USLN 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.