IVV vs ZCBG

IVV vs ZCBG
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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

MetricIVVZCBGWinner
Expense Ratio0.03%0.07%
AUM$907.0B$969,200
Dividend Yield1.10%2.14%
Holdings5086
YTD Return+14.29%-1.36%
1Y Return+21.79%-
3Y Return (annualized)+22.19%-
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-5.1%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityFixed Income
InceptionMay 15, 2000Jan 6, 2026

IVV vs ZCBG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Zero Coupon Bond 2035 ETF (ZCBG) is a ETF from Global X by mirae Asset. Year to date, IVV is up 14.29% versus a loss of 1.36% for ZCBG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -5.1% for ZCBG. 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 ZCBG 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 2.14% for ZCBG.

Frequently Asked Questions

Which is cheaper, IVV or ZCBG?

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

IVV yields 1.10% while ZCBG yields 2.14%, so ZCBG currently pays the higher dividend yield.

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