IVV vs ZCBF

IVV vs ZCBF
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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

MetricIVVZCBFWinner
Expense Ratio0.03%0.07%
AUM$907.0B$970,301.99
Dividend Yield1.10%2.09%
Holdings5086
YTD Return+12.28%-1.28%
1Y Return+20.94%-
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-4.7%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityFixed Income
InceptionMay 15, 2000Jan 6, 2026

IVV vs ZCBF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Zero Coupon Bond 2034 ETF (ZCBF) is a ETF from Global X by mirae Asset. Year to date, IVV is up 12.28% versus a loss of 1.28% for ZCBF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.7% for ZCBF. 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 ZCBF 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 2.09% for ZCBF.

Frequently Asked Questions

Which is cheaper, IVV or ZCBF?

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

IVV yields 1.10% while ZCBF yields 2.09%, so ZCBF currently pays the higher dividend yield.

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