IVV vs NUBD
IVV vs NUBD
iShares Core S&P 500 ETF vs Nuveen ESG US Aggregate Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. NUBD offers more diversification with 2182 holdings.
Side-by-Side Comparison
| Metric | IVV | NUBD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.12% | |
| AUM | $865.2B | $464M | |
| Dividend Yield | 1.09% | 3.96% | |
| Holdings | 508 | 2,388 | |
| YTD Return | +9.93% | -0.72% | |
| 1Y Return | +19.59% | +2.45% | |
| 3Y Return (annualized) | +19.41% | +3.63% | |
| 5Y Return (annualized) | +12.89% | -0.66% | |
| Volatility (annualized) | 15.1% | 5.3% | |
| Max Drawdown | -56.5% | -20.3% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 29, 2017 |
IVV vs NUBD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen ESG US Aggregate Bond ETF (NUBD) is a ETF from Nuveen. Over the past year IVV returned +19.59% while NUBD returned +2.45%. Year to date, IVV is up 9.93% versus a loss of 0.72% for NUBD.
Over three years, IVV compounded at +19.41% per year against +3.63% for NUBD; over five years the annualized figures are +12.89% and -0.66% respectively. Across the full 9-year window we track, IVV has the edge at +6.91% annualized vs +0.31%. 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 5.3% for NUBD. 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 -56.5% for IVV and -20.3% for NUBD. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while NUBD charges 0.12%. On a $10,000 position that is $3 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.96% for NUBD.
Holdings Overlap
IVV and NUBD share 1 holdings out of 2686 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in NUBD | Difference |
|---|---|---|---|
| AON | 0.12% | 0.03% | 0.09% |
Frequently Asked Questions
Which is cheaper, IVV or NUBD?
IVV has an expense ratio of 0.03% while NUBD charges 0.12%. IVV is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, IVV or NUBD?
Over the past year IVV returned +19.59% vs +2.45% for NUBD, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +6.91% vs +0.31% for NUBD. Past performance does not guarantee future results.
Which is riskier, IVV or NUBD?
IVV has been the more volatile fund at 15.1% annualized versus 5.3% for NUBD. Worst drawdown: IVV -56.5% vs NUBD -20.3%.
Should I hold both IVV and NUBD?
IVV and NUBD have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NUBD?
IVV and NUBD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2686 unique securities.
Which pays a higher dividend, IVV or NUBD?
IVV yields 1.09% while NUBD yields 3.96%, so NUBD currently pays the higher dividend yield.
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