IVV vs VCRB

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. VCRB offers more diversification with 1223 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: VCRB

Side-by-Side Comparison

MetricIVVVCRBWinner
Expense Ratio0.03%0.10%
AUM$865.2B$7.3B
Dividend Yield1.09%4.57%
Holdings5083,173
YTD Return+9.93%-0.38%
1Y Return+19.59%+2.93%
3Y Return (annualized)+19.41%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.1%4.3%
Max Drawdown-56.5%-4.1%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Dec 12, 2023

IVV vs VCRB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Vanguard Core Bond ETF (VCRB) is a ETF from Vanguard (US). Over the past year IVV returned +19.59% while VCRB returned +2.93%. Year to date, IVV is up 9.93% versus a loss of 0.38% for VCRB.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.3% for VCRB. 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 -4.1% for VCRB. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while VCRB charges 0.10%. On a $10,000 position that is $3 vs $10 annually, a gap of $7 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.57% for VCRB.

Holdings Overlap

0.0%overlap

IVV and VCRB share 1 holdings out of 1727 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in VCRBDifference
AON0.12%0.02%0.10%

Frequently Asked Questions

Which is cheaper, IVV or VCRB?

IVV has an expense ratio of 0.03% while VCRB charges 0.10%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, IVV or VCRB?

Over the past year IVV returned +19.59% vs +2.93% for VCRB, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.91% vs +3.97% for VCRB. Past performance does not guarantee future results.

Which is riskier, IVV or VCRB?

IVV has been the more volatile fund at 15.1% annualized versus 4.3% for VCRB. Worst drawdown: IVV -56.5% vs VCRB -4.1%.

Should I hold both IVV and VCRB?

IVV and VCRB have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and VCRB?

IVV and VCRB share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1727 unique securities.

Which pays a higher dividend, IVV or VCRB?

IVV yields 1.09% while VCRB yields 4.57%, so VCRB currently pays the higher dividend yield.

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