IVV vs VMSB

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVVMSBWinner
Expense Ratio0.03%0.45%
AUM$865.2B$308M
Dividend Yield1.09%3.10%
Holdings508540
YTD Return+13.52%+1.54%
1Y Return+23.63%-
3Y Return (annualized)+21.26%-
5Y Return (annualized)+13.52%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-2.6%
Fund FamilyiShares by BlackRock (US)Voya Investment Management
CategoryEquityFixed Income
InceptionMay 15, 2000Dec 2, 2025

IVV vs VMSB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Voya Multi-Sector Income ETF (VMSB) is a ETF from Voya Investment Management. Year to date, IVV is up 13.52% versus a gain of 1.54% for VMSB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.6% for VMSB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while VMSB charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.10% for VMSB.

Holdings Overlap

0.0%overlap

IVV and VMSB share 0 holdings out of 810 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 VMSB?

IVV has an expense ratio of 0.03% while VMSB charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between IVV and VMSB?

IVV and VMSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 810 unique securities.

Which pays a higher dividend, IVV or VMSB?

IVV yields 1.09% while VMSB yields 3.10%, so VMSB currently pays the higher dividend yield.

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