AVGB vs IVV
Avantis Credit ETF vs iShares Core S&P 500 ETF
Which is better, AVGB or IVV?
Investment Grade Bond against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVGB | IVV |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $65M | $896.5B |
| Dividend Yield | 3.69% | 1.10% |
| Holdings | 321 | 508 |
| YTD Return | -0.13% | +13.59%Best |
| 1Y Return | +0.51% | +17.54%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 2.8%Best | 11.8% |
| Max Drawdown | -2.4%Best | -8.9% |
| $10,000 over 1.5 years | $10,554 | $14,918Best |
| Fund Family | Avantis Investors | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Apr 15, 2025 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 17, 2025 to Oct 14, 2026 (1.5 years).
AVGB vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
AVGB vs IVV Performance
Avantis Credit ETF (AVGB) is an ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AVGB returned +0.51% while IVV returned +17.54%. Year to date, AVGB is down 0.13% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 2.8% for AVGB. 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 -2.4% for AVGB and -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AVGB charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, AVGB currently yields 3.69% against 1.10% for IVV.
Holdings Overlap
At least 0.5% of IVV's money is in holdings AVGB also owns.
Stated as a floor: for AVGB, our book for it covers 58.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 93 positions we hold weights for in AVGB and 506 in IVV, against full books of 321 and 508.
Top Shared Holdings
| Stock | Weight in AVGB | Weight in IVV | Difference |
|---|---|---|---|
| GEGeneral Electric Co 6.75% 03/15/2032 | 0.48% | 0.49% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of AVGB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVGB or IVV?
AVGB has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, AVGB or IVV?
Over the past year AVGB returned +0.51% vs +17.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), AVGB annualized +3.66% vs +30.56% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVGB or IVV?
IVV has been the more volatile fund at 11.8% annualized versus 2.8% for AVGB. Worst drawdown: AVGB -2.4% vs IVV -8.9%.
Should I hold both AVGB and IVV?
AVGB and IVV have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVGB or IVV?
AVGB yields 3.69% while IVV yields 1.10%, so AVGB currently pays the higher dividend yield.
Is IVV better than AVGB?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.