IVV vs VB
IVV vs VB
iShares Core S&P 500 ETF vs Vanguard Small Cap ETF
Quick Verdict
VB delivered stronger 1-year returns. VB offers more diversification with 1111 holdings.
Side-by-Side Comparison
| Metric | IVV | VB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | |
| AUM | $865.2B | $81.5B | |
| Dividend Yield | 1.09% | 1.48% | |
| Holdings | 508 | 1,324 | |
| YTD Return | +11.54% | +15.34% | |
| 1Y Return | +21.48% | +25.86% | |
| 3Y Return (annualized) | +20.86% | +15.31% | |
| 5Y Return (annualized) | +13.02% | +7.74% | |
| Volatility (annualized) | 15.1% | 18.9% | |
| Max Drawdown | -56.5% | -61.0% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 26, 2004 |
IVV vs VB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Small Cap ETF (VB) is a ETF from Vanguard (US). Over the past year IVV returned +21.48% while VB returned +25.86%. Year to date, IVV is up 11.54% versus a gain of 15.34% for VB.
Over three years, IVV compounded at +20.86% per year against +15.31% for VB; over five years the annualized figures are +13.02% and +7.74% respectively. Across the full 23-year window we track, VB has the edge at +8.76% annualized vs +6.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VB has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 15.1% for IVV. 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 -61.0% for VB. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while VB charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, IVV currently yields 1.09% against 1.48% for VB.
Holdings Overlap
IVV and VB share 111 holdings out of 1505 unique holdings combined, representing a 3.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in VB | Difference |
|---|---|---|---|
| SNDK | 0.36% | 1.21% | 0.85% |
| PR | 0.62% | 0.18% | 0.44% |
| FIX | 0.10% | 0.65% | 0.55% |
| LITE | Pro | Pro | Pro |
| CIEN | Pro | Pro | Pro |
| COHR | Pro | Pro | Pro |
| NRG | Pro | Pro | Pro |
| EME | Pro | Pro | Pro |
| TPR | Pro | Pro | Pro |
| ATO | Pro | Pro | Pro |
See all 10 holdings IVV shares with VB Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or VB?
IVV has an expense ratio of 0.03% while VB charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, IVV or VB?
Over the past year IVV returned +21.48% vs +25.86% for VB, so VB leads on 1-year performance. Over the longest common window we track (23 years), IVV annualized +6.97% vs +8.76% for VB. Past performance does not guarantee future results.
Which is riskier, IVV or VB?
VB has been the more volatile fund at 18.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs VB -61.0%.
Should I hold both IVV and VB?
IVV and VB have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and VB?
IVV and VB share 111 common holdings with a 3.5% weight overlap. Combined, they hold 1505 unique securities.
Which pays a higher dividend, IVV or VB?
IVV yields 1.09% while VB yields 1.48%, so VB currently pays the higher dividend yield.
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