IVV vs VBCB

IVV vs VBCB

Which is better, IVV or VBCB?

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

MetricIVVVBCB
Expense Ratio0.03%Best0.08%
AUM$886.7B$68M
Dividend Yield1.10%0.71%
Holdings508653
YTD Return+13.39%Best+1.83%
1Y Return+20.08%-
3Y Return (annualized)+21.29%-
5Y Return (annualized)+12.88%-
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 VBCB 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 VBCB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2028 Corporate Bond ETF (VBCB) is an ETF from Vanguard (US). Year to date, IVV is up 13.39% versus a gain of 1.83% for VBCB.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while VBCB 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 1.10% against 0.71% for VBCB.

Holdings Overlap

We hold position weights for 504 holdings in IVV and 158 in VBCB, totalling 100.0% and 24.5% 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 504 positions we hold weights for in IVV and 158 in VBCB, against full books of 508 and 653.

You are not choosing between two funds in isolation.

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

IVVVBCB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or VBCB?

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

Which pays a higher dividend, IVV or VBCB?

IVV yields 1.10% while VBCB yields 0.71%, so IVV currently pays the higher dividend yield.

Is VBCB 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.