ESBG vs IVV
First Trust Enhanced Stocks, Bonds & Gold ETF vs iShares Core S&P 500 ETF
Which is better, ESBG or IVV?
Multi Alternative against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y.
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 | ESBG | IVV |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $2M | $896.5B |
| Dividend Yield | 1.53% | 1.10% |
| Holdings | 7 | 508 |
| YTD Return | -2.48% | +13.59%Best |
| 1Y Return | +3.19% | +17.54%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Nov 18, 2025 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
ESBG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ESBG vs IVV Performance
First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) is an ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ESBG returned +3.19% while IVV returned +17.54%. Year to date, ESBG is down 2.48% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
ESBG charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, ESBG currently yields 1.53% against 1.10% for IVV.
You are not choosing between two funds in isolation.
Whichever of ESBG 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, ESBG or IVV?
ESBG has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, ESBG or IVV?
Over the past year ESBG returned +3.19% vs +17.54% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, ESBG or IVV?
ESBG yields 1.53% while IVV yields 1.10%, so ESBG currently pays the higher dividend yield.
Is IVV better than ESBG?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.