IVV vs VSDB

IVV vs VSDB

Which is better, IVV or VSDB?

Large Cap Blend against Short Term Mid Quality.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricIVVVSDB
Expense Ratio0.03%Best0.15%
AUM$876.4B$920M
Dividend Yield1.06%4.22%
Holdings5081,413
YTD Return+12.27%Best-1.73%
1Y Return+17.04%Best-0.40%
3Y Return (annualized)+21.24%-
5Y Return (annualized)+13.08%-
Volatility (annualized)12.2%2.2%Best
Max Drawdown-8.9%-2.6%Best
$10,000 over 1.5 years$14,561Best$10,421
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
StyleLarge Cap BlendShort Term Mid Quality
InceptionMay 15, 2000Apr 1, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 3, 2025 to Sep 17, 2026 (1.5 years).

IVV vs VSDB 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 covers the 1.5 years both funds cover.

IVV vs VSDB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Short Duration Bond ETF (VSDB) is an ETF from Vanguard (US). Over the past year IVV returned +17.04% while VSDB returned -0.40%. Year to date, IVV is up 12.27% versus a loss of 1.73% for VSDB.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 2.2% for VSDB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -8.9% for IVV and -2.6% for VSDB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while VSDB charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.22% for VSDB.

Holdings Overlap

IVV already in VSDB0.2%

At least 0.2% of IVV's money is in holdings VSDB also owns.

Stated as a floor: for VSDB, our book for it covers 42.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 490 positions we hold weights for in IVV and 620 in VSDB, against full books of 508 and 1,413.

Top Shared Holdings

StockWeight in IVVWeight in VSDBDifference
AZOAutozone Inc Snr S* Ice0.07%0.04%0.03%
OKEOneok Inc.0.09%0.01%0.08%

You are not choosing between two funds in isolation.

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

IVVVSDB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or VSDB?

IVV has an expense ratio of 0.03% while VSDB charges 0.15%. IVV is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, IVV or VSDB?

Over the past year IVV returned +17.04% vs -0.40% for VSDB, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +28.47% vs +2.79% for VSDB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or VSDB?

IVV has been the more volatile fund at 12.2% annualized versus 2.2% for VSDB. Worst drawdown: IVV -8.9% vs VSDB -2.6%.

Should I hold both IVV and VSDB?

IVV and VSDB have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or VSDB?

IVV yields 1.06% while VSDB yields 4.22%, so VSDB currently pays the higher dividend yield.

Is VSDB better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.