IVV vs VBCG

IVV vs VBCG
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVBCGWinner
Expense Ratio0.03%0.08%
AUM$907.0B$13M
Dividend Yield1.10%1.21%
Holdings508337
YTD Return+13.22%+1.27%
1Y Return+21.62%-
3Y Return (annualized)+22.17%-
5Y Return (annualized)+13.42%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-1.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Mar 10, 2026

IVV vs VBCG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2033 Corporate Bond ETF (VBCG) is a ETF from Vanguard (US). Year to date, IVV is up 13.22% versus a gain of 1.27% for VBCG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.9% for VBCG. 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 VBCG 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 1.21% for VBCG.

Holdings Overlap

1.1%overlap

IVV and VBCG share 11 holdings out of 510 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VBCGDifference
JNJ0.93%0.08%0.85%
IBM0.31%0.14%0.17%
MRVL0.28%0.13%0.15%
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Frequently Asked Questions

Which is cheaper, IVV or VBCG?

IVV has an expense ratio of 0.03% while VBCG charges 0.08%. IVV is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

What is the holdings overlap between IVV and VBCG?

IVV and VBCG share 11 common holdings with a 1.1% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, IVV or VBCG?

IVV yields 1.10% while VBCG yields 1.21%, so VBCG currently pays the higher dividend yield.

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