IVV vs VBCJ

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVBCJWinner
Expense Ratio0.03%0.08%
AUM$865.2B$12M
Dividend Yield1.09%0.89%
Holdings508187
YTD Return+13.43%+0.08%
1Y Return+22.61%-
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Mar 10, 2026

IVV vs VBCJ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2036 Corporate Bond ETF (VBCJ) is a ETF from Vanguard (US). Year to date, IVV is up 13.43% versus a gain of 0.08% for VBCJ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.8% for VBCJ. 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 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 1.09% against 0.89% for VBCJ.

Holdings Overlap

0.0%overlap

IVV and VBCJ share 0 holdings out of 555 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $5 per year of difference.

What is the holdings overlap between IVV and VBCJ?

IVV and VBCJ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.

Which pays a higher dividend, IVV or VBCJ?

IVV yields 1.09% while VBCJ yields 0.89%, so IVV currently pays the higher dividend yield.

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