IVV vs VBCJ
iShares Core S&P 500 ETF vs Vanguard Target Maturity 2036 Corporate Bond ETF
Which is better, IVV or VBCJ?
Large Cap Blend against Long Term Mid Quality.
IVV has a lower expense ratio.
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
| Metric | IVV | VBCJ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.08% |
| AUM | $876.4B | $18M |
| Dividend Yield | 1.06% | 1.77% |
| Holdings | 508 | 187 |
| YTD Return | +14.15%Best | -0.48% |
| 1Y Return | +17.31% | - |
| 3Y Return (annualized) | +23.17% | - |
| 5Y Return (annualized) | +13.85% | - |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term Mid Quality |
| Inception | May 15, 2000 | Mar 10, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs VBCJ 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 VBCJ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2036 Corporate Bond ETF (VBCJ) is an ETF from Vanguard (US). Year to date, IVV is up 14.15% versus a loss of 0.48% for VBCJ.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while VBCJ 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 1.77% for VBCJ.
Holdings Overlap
At least 29.7% of IVV's money is in holdings VBCJ also owns.
Stated as a floor: for VBCJ, our book for it covers 28.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and VBCJ share little of their money.
37 positions in common, counted across the 490 positions we hold weights for in IVV and 42 in VBCJ, against full books of 508 and 187.
Top Shared Holdings
| Stock | Weight in IVV | Weight in VBCJ | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.02% | 0.36% | 6.66% |
| MSFTMicrosoft Corp | 5.69% | 0.45% | 5.24% |
| AMZNAmazon.Com Inc | 3.84% | 1.76% | 2.08% |
| METAMeta Platforms Inc | 1.90% | 1.72% | 0.18% |
| AVGOBroadcom Inc | 2.65% | 0.63% | 2.02% |
| JPMJpmorgan Chase | 1.44% | 1.05% | 0.39% |
| BACBank Of America Corp. | 0.61% | 1.04% | 0.43% |
| ORCLOracle Corp - Common | 0.38% | 1.26% | 0.88% |
| JNJJohnson & Johnson - Common | 0.97% | 0.26% | 0.71% |
| VVisa Inc Class A | 0.95% | 0.21% | 0.74% |
29.7% of IVV is already inside VBCJ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or VBCJ?
IVV has an expense ratio of 0.03% while VBCJ 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 VBCJ?
At least 29.7% of IVV's money is in holdings VBCJ also owns. Our book for VBCJ is partial, so the real figure is this or higher. They hold 37 positions in common, counted across the 490 positions we hold weights for in IVV and 42 in VBCJ.
Which pays a higher dividend, IVV or VBCJ?
IVV yields 1.06% while VBCJ yields 1.77%, so VBCJ currently pays the higher dividend yield.
Is VBCJ 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.