IVV vs XONE
iShares Core S&P 500 ETF vs BondBloxx Bloomberg One Year Target Duration US Treasury ETF
Quick Verdict
IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XONE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | |
| AUM | $865.2B | $821M | |
| Dividend Yield | 1.09% | 4.09% | |
| Holdings | 508 | 55 | |
| YTD Return | +14.50% | +1.49% | |
| 1Y Return | +22.02% | +3.26% | |
| 3Y Return (annualized) | +21.80% | +4.44% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 0.8% | |
| Max Drawdown | -56.5% | -0.4% | |
| Fund Family | iShares by BlackRock (US) | BondBloxx | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 13, 2022 |
IVV vs XONE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) is a ETF from BondBloxx. Over the past year IVV returned +22.02% while XONE returned +3.26%. Year to date, IVV is up 14.50% versus a gain of 1.49% for XONE.
Over three years, IVV compounded at +21.80% per year against +4.44% for XONE. Across the full 4-year window we track, IVV has the edge at +7.07% annualized vs +4.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.8% for XONE. 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 -56.5% for IVV and -0.4% for XONE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XONE charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, IVV currently yields 1.09% against 4.09% for XONE.
Holdings Overlap
IVV and XONE 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 XONE?
IVV has an expense ratio of 0.03% while XONE charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, IVV or XONE?
Over the past year IVV returned +22.02% vs +3.26% for XONE, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.07% vs +4.12% for XONE. Past performance does not guarantee future results.
Which is riskier, IVV or XONE?
IVV has been the more volatile fund at 15.1% annualized versus 0.8% for XONE. Worst drawdown: IVV -56.5% vs XONE -0.4%.
Should I hold both IVV and XONE?
IVV and XONE have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XONE?
IVV and XONE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.
Which pays a higher dividend, IVV or XONE?
IVV yields 1.09% while XONE yields 4.09%, so XONE currently pays the higher dividend yield.
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