IVV vs VBCA

IVV vs VBCA

Which is better, IVV or VBCA?

Large Cap Blend against Short Term Mid Quality.

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

MetricIVVVBCA
Expense Ratio0.03%Best0.08%
AUM$876.4B$56M
Dividend Yield1.06%1.07%
Holdings508631
YTD Return+11.03%Best+1.99%
1Y Return+15.62%-
3Y Return (annualized)+20.81%-
5Y Return (annualized)+12.61%-
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
StyleLarge Cap BlendShort Term Mid Quality
InceptionMay 15, 2000Mar 10, 2026

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

IVV vs VBCA 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 VBCA Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2027 Corporate Bond ETF (VBCA) is an ETF from Vanguard (US). Year to date, IVV is up 11.03% versus a gain of 1.99% for VBCA.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while VBCA charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.07% for VBCA.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in VBCA, totalling 99.3% and 0.3% 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 1 in VBCA, against full books of 508 and 631.

You are not choosing between two funds in isolation.

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

IVVVBCA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or VBCA?

IVV has an expense ratio of 0.03% while VBCA charges 0.08%. IVV is the cheaper option, by $5 a year on a $10,000 investment.

Which pays a higher dividend, IVV or VBCA?

IVV yields 1.06% while VBCA yields 1.07%, so VBCA currently pays the higher dividend yield.

Is VBCA 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.