IVV vs ZCBE

IVV vs ZCBE
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVZCBEWinner
Expense Ratio0.03%0.07%
AUM$907.0B$973,066.16
Dividend Yield1.10%2.03%
Holdings5086
YTD Return+12.71%-1.19%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-4.2%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityFixed Income
InceptionMay 15, 2000Jan 6, 2026

IVV vs ZCBE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Zero Coupon Bond 2033 ETF (ZCBE) is a ETF from Global X by mirae Asset. Year to date, IVV is up 12.71% versus a loss of 1.19% for ZCBE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.2% for ZCBE. 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 ZCBE 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 1.10% against 2.03% for ZCBE.

Frequently Asked Questions

Which is cheaper, IVV or ZCBE?

IVV has an expense ratio of 0.03% while ZCBE 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 ZCBE?

IVV yields 1.10% while ZCBE yields 2.03%, so ZCBE currently pays the higher dividend yield.

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