BSV vs IVV
BSV vs IVV
Vanguard Short-Term Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV delivered stronger 1-year returns. BSV offers more diversification with 2787 holdings.
Side-by-Side Comparison
| Metric | BSV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | |
| AUM | $44.8B | $865.2B | |
| Dividend Yield | 3.98% | 1.09% | |
| Holdings | 3,125 | 508 | |
| YTD Return | +0.40% | +13.31% | |
| 1Y Return | +2.33% | +24.00% | |
| 3Y Return (annualized) | +4.31% | +21.16% | |
| 5Y Return (annualized) | +1.55% | +13.34% | |
| Volatility (annualized) | 2.4% | 15.1% | |
| Max Drawdown | -9.0% | -56.5% | |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 3, 2007 | May 15, 2000 |
BSV vs IVV Performance
Vanguard Short-Term Bond ETF (BSV) is a ETF from Vanguard (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSV returned +2.33% while IVV returned +24.00%. Year to date, BSV is up 0.40% versus a gain of 13.31% for IVV.
Over three years, BSV compounded at +4.31% per year against +21.16% for IVV; over five years the annualized figures are +1.55% and +13.34% respectively. Across the full 19-year window we track, IVV has the edge at +7.03% annualized vs +0.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.4% for BSV. 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 -9.0% for BSV and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSV charges 0.03% per year while IVV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BSV currently yields 3.98% against 1.09% for IVV.
Holdings Overlap
BSV and IVV share 5 holdings out of 3287 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BSV | Weight in IVV | Difference |
|---|---|---|---|
| MMC | 0.03% | 0.14% | 0.11% |
| DUK | 0.00% | 0.15% | 0.15% |
| AFL | 0.01% | 0.09% | 0.08% |
| KVUE | Pro | Pro | Pro |
| KDP | Pro | Pro | Pro |
See all 5 holdings BSV shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BSV or IVV?
BSV has an expense ratio of 0.03% while IVV charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, BSV or IVV?
Over the past year BSV returned +2.33% vs +24.00% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (19 years), BSV annualized +0.91% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BSV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs IVV -56.5%.
Should I hold both BSV and IVV?
BSV and IVV have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSV and IVV?
BSV and IVV share 5 common holdings with a 0.1% weight overlap. Combined, they hold 3287 unique securities.
Which pays a higher dividend, BSV or IVV?
BSV yields 3.98% while IVV yields 1.09%, so BSV currently pays the higher dividend yield.
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