IVV vs VBCF

IVV vs VBCF

Which is better, IVV or VBCF?

IVV costs less.

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

MetricIVVVBCF
Expense Ratio0.03%Best0.08%
AUM$876.4B$43M
Dividend Yield1.06%1.28%
Holdings508376
YTD Return+12.39%Best-0.24%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Mar 10, 2026

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

IVV vs VBCF 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 VBCF Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2032 Corporate Bond ETF (VBCF) is an ETF from Vanguard (US). Year to date, IVV is up 12.39% versus a loss of 0.24% for VBCF.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while VBCF 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 1.28% for VBCF.

Holdings Overlap

IVV already in VBCF32.9%

At least 32.9% of IVV's money is in holdings VBCF also owns.

Stated as a floor: for VBCF, our book for it covers 28.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

74 positions in common, counted across the 490 positions we hold weights for in IVV and 94 in VBCF, against full books of 508 and 376.

Top Shared Holdings

StockWeight in IVVWeight in VBCFDifference
AAPLApple, Inc7.02%0.35%6.67%
AMZNAmazon.Com Inc3.84%0.69%3.15%
AVGOBroadcom Inc2.65%0.54%2.11%
METAMeta Platforms Inc1.90%0.98%0.92%
JPMJpmorgan Chase1.44%1.03%0.41%
BACBank Of America Corp.0.61%1.39%0.78%
MUMicron Technology, Inc.1.63%0.24%1.39%
CCitigroup Inc.0.34%1.07%0.73%
ORCLOracle Corp - Common0.38%0.91%0.53%
VZVerizon Communic0.32%0.97%0.65%

32.9% of IVV is already inside VBCF.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVVBCF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or VBCF?

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

What is the holdings overlap between IVV and VBCF?

At least 32.9% of IVV's money is in holdings VBCF also owns. Our book for VBCF is partial, so the real figure is this or higher. They hold 74 positions in common, counted across the 490 positions we hold weights for in IVV and 94 in VBCF.

Which pays a higher dividend, IVV or VBCF?

IVV yields 1.06% while VBCF yields 1.28%, so VBCF currently pays the higher dividend yield.

Is VBCF 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.