IVV vs SYSB
IVV vs SYSB
iShares Core S&P 500 ETF vs iShares Systematic Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. SYSB offers more diversification with 692 holdings.
Side-by-Side Comparison
| Metric | IVV | SYSB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.25% | |
| AUM | $865.2B | $1.2B | |
| Dividend Yield | 1.09% | 4.60% | |
| Holdings | 508 | 843 | |
| YTD Return | +11.54% | -3.09% | |
| 1Y Return | +21.48% | -1.93% | |
| 3Y Return (annualized) | +20.86% | +1.17% | |
| 5Y Return (annualized) | +13.02% | -3.02% | |
| Volatility (annualized) | 15.1% | 4.6% | |
| Max Drawdown | -56.5% | -22.4% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Feb 24, 2015 |
IVV vs SYSB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares Systematic Bond ETF (SYSB) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +21.48% while SYSB returned -1.93%. Year to date, IVV is up 11.54% versus a loss of 3.09% for SYSB.
Over three years, IVV compounded at +20.86% per year against +1.17% for SYSB; over five years the annualized figures are +13.02% and -3.02% respectively. Across the full 11-year window we track, IVV has the edge at +6.97% annualized vs -1.19%. 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 4.6% for SYSB. 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 -22.4% for SYSB. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SYSB 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 4.60% for SYSB.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or SYSB?
IVV has an expense ratio of 0.03% while SYSB 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 SYSB?
Over the past year IVV returned +21.48% vs -1.93% for SYSB, so IVV leads on 1-year performance. Over the longest common window we track (11 years), IVV annualized +6.97% vs -1.19% for SYSB. Past performance does not guarantee future results.
Which is riskier, IVV or SYSB?
IVV has been the more volatile fund at 15.1% annualized versus 4.6% for SYSB. Worst drawdown: IVV -56.5% vs SYSB -22.4%.
Should I hold both IVV and SYSB?
IVV and SYSB have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SYSB?
IVV and SYSB share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1195 unique securities.
Which pays a higher dividend, IVV or SYSB?
IVV yields 1.09% while SYSB yields 4.60%, so SYSB currently pays the higher dividend yield.
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