IVV vs SBND
IVV vs SBND
iShares Core S&P 500 ETF vs Columbia Short Duration Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. SBND offers more diversification with 836 holdings.
Side-by-Side Comparison
| Metric | IVV | SBND | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.25% | |
| AUM | $865.2B | $205M | |
| Dividend Yield | 1.09% | 4.53% | |
| Holdings | 508 | 1,184 | |
| YTD Return | +13.31% | +1.10% | |
| 1Y Return | +24.00% | +3.59% | |
| 3Y Return (annualized) | +21.16% | +5.72% | |
| 5Y Return (annualized) | +13.34% | - | |
| Volatility (annualized) | 15.1% | 4.0% | |
| Max Drawdown | -56.5% | -10.8% | |
| Fund Family | iShares by BlackRock (US) | Columbia Threadneedle Investments | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Sep 21, 2021 |
IVV vs SBND Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Columbia Short Duration Bond ETF (SBND) is a ETF from Columbia Threadneedle Investments. Over the past year IVV returned +24.00% while SBND returned +3.59%. Year to date, IVV is up 13.31% versus a gain of 1.10% for SBND.
Over three years, IVV compounded at +21.16% per year against +5.72% for SBND. Across the full 5-year window we track, IVV has the edge at +7.03% annualized vs +2.35%. 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 4.0% for SBND. 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 -10.8% for SBND. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SBND charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.53% for SBND.
Holdings Overlap
IVV and SBND share 0 holdings out of 1341 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, IVV or SBND?
IVV has an expense ratio of 0.03% while SBND charges 0.25%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, IVV or SBND?
Over the past year IVV returned +24.00% vs +3.59% for SBND, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.03% vs +2.35% for SBND. Past performance does not guarantee future results.
Which is riskier, IVV or SBND?
IVV has been the more volatile fund at 15.1% annualized versus 4.0% for SBND. Worst drawdown: IVV -56.5% vs SBND -10.8%.
Should I hold both IVV and SBND?
IVV and SBND have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SBND?
IVV and SBND share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1341 unique securities.
Which pays a higher dividend, IVV or SBND?
IVV yields 1.09% while SBND yields 4.53%, so SBND currently pays the higher dividend yield.
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