IVV vs XSVN
iShares Core S&P 500 ETF vs BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XSVN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.05% | |
| AUM | $907.0B | $392M | |
| Dividend Yield | 1.10% | 4.13% | |
| Holdings | 508 | 39 | |
| YTD Return | +12.71% | -1.05% | |
| 1Y Return | +21.89% | +1.45% | |
| 3Y Return (annualized) | +22.08% | +3.84% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 6.6% | |
| Max Drawdown | -56.5% | -9.4% | |
| Fund Family | iShares by BlackRock (US) | BondBloxx | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 13, 2022 |
IVV vs XSVN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) is a ETF from BondBloxx. Over the past year IVV returned +21.89% while XSVN returned +1.45%. Year to date, IVV is up 12.71% versus a loss of 1.05% for XSVN.
Over three years, IVV compounded at +22.08% per year against +3.84% for XSVN. Across the full 4-year window we track, IVV has the edge at +7.00% annualized vs +2.16%. 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 6.6% for XSVN. 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 -9.4% for XSVN. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XSVN charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.13% for XSVN.
Holdings Overlap
IVV and XSVN share 0 holdings out of 530 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 XSVN?
IVV has an expense ratio of 0.03% while XSVN charges 0.05%. IVV is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, IVV or XSVN?
Over the past year IVV returned +21.89% vs +1.45% for XSVN, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs +2.16% for XSVN. Past performance does not guarantee future results.
Which is riskier, IVV or XSVN?
IVV has been the more volatile fund at 15.1% annualized versus 6.6% for XSVN. Worst drawdown: IVV -56.5% vs XSVN -9.4%.
Should I hold both IVV and XSVN?
IVV and XSVN have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XSVN?
IVV and XSVN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 530 unique securities.
Which pays a higher dividend, IVV or XSVN?
IVV yields 1.10% while XSVN yields 4.13%, so XSVN currently pays the higher dividend yield.
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