FSBD vs IVV
FSBD vs IVV
Fidelity Sustainable Core Plus Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FSBD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.03% | |
| AUM | $13M | $865.2B | |
| Dividend Yield | 4.25% | 1.09% | |
| Holdings | 526 | 508 | |
| YTD Return | +4.99% | +11.54% | |
| 1Y Return | +5.11% | +21.48% | |
| 3Y Return (annualized) | +5.29% | +20.86% | |
| 5Y Return (annualized) | - | +13.02% | |
| Volatility (annualized) | 7.0% | 15.1% | |
| Max Drawdown | -9.6% | -56.5% | |
| Fund Family | Fidelity Investments (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 19, 2022 | May 15, 2000 |
FSBD vs IVV Performance
Fidelity Sustainable Core Plus Bond ETF (FSBD) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FSBD returned +5.11% while IVV returned +21.48%. Year to date, FSBD is up 4.99% versus a gain of 11.54% for IVV.
Over three years, FSBD compounded at +5.29% per year against +20.86% for IVV. Across the full 4-year window we track, IVV has the edge at +6.97% annualized vs +2.56%. 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 7.0% for FSBD. 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 -9.6% for FSBD 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FSBD charges 0.36% per year while IVV charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, FSBD currently yields 4.25% against 1.09% for IVV.
Holdings Overlap
FSBD and IVV share 0 holdings out of 1005 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FSBD or IVV?
FSBD has an expense ratio of 0.36% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, FSBD or IVV?
Over the past year FSBD returned +5.11% vs +21.48% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), FSBD annualized +2.56% vs +6.97% for IVV. Past performance does not guarantee future results.
Which is riskier, FSBD or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.0% for FSBD. Worst drawdown: FSBD -9.6% vs IVV -56.5%.
Should I hold both FSBD and IVV?
FSBD and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FSBD and IVV?
FSBD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1005 unique securities.
Which pays a higher dividend, FSBD or IVV?
FSBD yields 4.25% while IVV yields 1.09%, so FSBD currently pays the higher dividend yield.
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