ICSH vs IVV
ICSH vs IVV
iShares Ultra Short Duration Bond Active 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 | ICSH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.08% | 0.03% | |
| AUM | $8.1B | $865.2B | |
| Dividend Yield | 4.33% | 1.09% | |
| Holdings | 377 | 508 | |
| YTD Return | -0.04% | +9.93% | |
| 1Y Return | +1.64% | +19.59% | |
| 3Y Return (annualized) | +4.23% | +19.41% | |
| 5Y Return (annualized) | +3.29% | +12.89% | |
| Volatility (annualized) | 10.3% | 15.1% | |
| Max Drawdown | -23.3% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 11, 2013 | May 15, 2000 |
ICSH vs IVV Performance
iShares Ultra Short Duration Bond Active ETF (ICSH) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ICSH returned +1.64% while IVV returned +19.59%. Year to date, ICSH is down 0.04% versus a gain of 9.93% for IVV.
Over three years, ICSH compounded at +4.23% per year against +19.41% for IVV; over five years the annualized figures are +3.29% and +12.89% respectively. Across the full 13-year window we track, IVV has the edge at +6.91% annualized vs +2.13%. 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 10.3% for ICSH. 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 -23.3% for ICSH 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ICSH charges 0.08% per year while IVV charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, ICSH currently yields 4.33% against 1.09% for IVV.
Holdings Overlap
ICSH and IVV share 0 holdings out of 634 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, ICSH or IVV?
ICSH has an expense ratio of 0.08% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, ICSH or IVV?
Over the past year ICSH returned +1.64% vs +19.59% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), ICSH annualized +2.13% vs +6.91% for IVV. Past performance does not guarantee future results.
Which is riskier, ICSH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.3% for ICSH. Worst drawdown: ICSH -23.3% vs IVV -56.5%.
Should I hold both ICSH and IVV?
ICSH and IVV have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ICSH and IVV?
ICSH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 634 unique securities.
Which pays a higher dividend, ICSH or IVV?
ICSH yields 4.33% while IVV yields 1.09%, so ICSH currently pays the higher dividend yield.
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