IVV vs ZTWO
iShares Core S&P 500 ETF vs F/m 2-Year Investment Grade Corporate Bond ETF
Which is better, IVV or ZTWO?
Large Cap Blend against Short Term Mid Quality.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | ZTWO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.15% |
| AUM | $876.4B | $18M |
| Dividend Yield | 1.06% | 4.45% |
| Holdings | 508 | 446 |
| YTD Return | +12.39%Best | +1.09% |
| 1Y Return | +16.61%Best | +2.29% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.0% | 1.5%Best |
| Max Drawdown | -18.8% | -0.9%Best |
| $10,000 over 2.7 years | $16,589Best | $11,204 |
| Fund Family | iShares by BlackRock (US) | F-m investments |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Short Term Mid Quality |
| Inception | May 15, 2000 | Jan 10, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 11, 2024 to Sep 18, 2026 (2.7 years).
IVV vs ZTWO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.7 years both funds cover.
IVV vs ZTWO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and F/m 2-Year Investment Grade Corporate Bond ETF (ZTWO) is an ETF from F-m investments. Over the past year IVV returned +16.61% while ZTWO returned +2.29%. Year to date, IVV is up 12.39% versus a gain of 1.09% for ZTWO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 1.5% for ZTWO. 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 -18.8% for IVV and -0.9% for ZTWO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while ZTWO charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.45% for ZTWO.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 356 in ZTWO, totalling 99.3% and 79.3% of the two funds. That is not enough of ZTWO to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 490 positions we hold weights for in IVV and 356 in ZTWO, against full books of 508 and 446.
Top Shared Holdings
| Stock | Weight in IVV | Weight in ZTWO | Difference |
|---|---|---|---|
| HUBBHubbell Inc | 0.04% | 0.22% | 0.18% |
You are not choosing between two funds in isolation.
Whichever of IVV and ZTWO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or ZTWO?
IVV has an expense ratio of 0.03% while ZTWO charges 0.15%. IVV is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, IVV or ZTWO?
Over the past year IVV returned +16.61% vs +2.29% for ZTWO, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or ZTWO?
IVV has been the more volatile fund at 12.0% annualized versus 1.5% for ZTWO. Worst drawdown: IVV -18.8% vs ZTWO -0.9%.
Should I hold both IVV and ZTWO?
IVV and ZTWO have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or ZTWO?
IVV yields 1.06% while ZTWO yields 4.45%, so ZTWO currently pays the higher dividend yield.
Is ZTWO better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.