IVV vs XCCC
iShares Core S&P 500 ETF vs BondBloxx CCC Rated USD High Yield Corporate Bond ETF
Which is better, IVV or XCCC?
Large Cap Blend against Long Term Low Quality.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.
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 | XCCC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.40% |
| AUM | $876.4B | $324M |
| Dividend Yield | 1.06% | 10.23% |
| Holdings | 508 | 184 |
| YTD Return | +11.57%Best | -2.54% |
| 1Y Return | +17.57%Best | -1.68% |
| 3Y Return (annualized) | +20.71%Best | +7.81% |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 15.3% | 9.0%Best |
| Max Drawdown | -18.8% | -11.0%Best |
| $10,000 over 4.3 years | $19,889Best | $13,350 |
| Fund Family | iShares by BlackRock (US) | BondBloxx |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term Low Quality |
| Inception | May 15, 2000 | May 24, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 26, 2022 to Sep 10, 2026 (4.3 years).
IVV vs XCCC 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 4.3 years both funds cover.
IVV vs XCCC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) is an ETF from BondBloxx. Over the past year IVV returned +17.57% while XCCC returned -1.68%. Year to date, IVV is up 11.57% versus a loss of 2.54% for XCCC.
Over three years, IVV compounded at +20.71% per year against +7.81% for XCCC. Across the full 4-year window we track, IVV has the edge at +17.34% annualized vs +6.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 9.0% for XCCC. 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 -18.8% for IVV and -11.0% for XCCC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while XCCC charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 10.23% for XCCC.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 152 in XCCC, totalling 100.0% and 84.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 152 in XCCC, against full books of 508 and 184.
You are not choosing between two funds in isolation.
Whichever of IVV and XCCC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or XCCC?
IVV has an expense ratio of 0.03% while XCCC charges 0.40%. IVV is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, IVV or XCCC?
Over the past year IVV returned +17.57% vs -1.68% for XCCC, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +17.34% vs +6.95% for XCCC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or XCCC?
IVV has been the more volatile fund at 15.3% annualized versus 9.0% for XCCC. Worst drawdown: IVV -18.8% vs XCCC -11.0%.
Should I hold both IVV and XCCC?
IVV and XCCC have a monthly-return correlation of 0.83, 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 XCCC?
IVV yields 1.06% while XCCC yields 10.23%, so XCCC currently pays the higher dividend yield.
Is XCCC better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.