IVV vs ZCBB

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

MetricIVVZCBBWinner
Expense Ratio0.03%0.07%
AUM$865.2B$976,087.84
Dividend Yield1.09%1.56%
Holdings5086
YTD Return+13.72%-0.97%
1Y Return+21.64%-
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-3.0%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityFixed Income
InceptionMay 15, 2000Jan 6, 2026

IVV vs ZCBB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Zero Coupon Bond 2031 ETF (ZCBB) is a ETF from Global X by mirae Asset. Year to date, IVV is up 13.72% versus a loss of 0.97% for ZCBB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.0% for ZCBB. 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 ZCBB charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.56% for ZCBB.

Frequently Asked Questions

Which is cheaper, IVV or ZCBB?

IVV has an expense ratio of 0.03% while ZCBB charges 0.07%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which pays a higher dividend, IVV or ZCBB?

IVV yields 1.09% while ZCBB yields 1.56%, so ZCBB currently pays the higher dividend yield.

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