IVV vs NBCC

IVV vs NBCC

Which is better, IVV or NBCC?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV led over the full window, NBCC over 1Y.

Lower Fees: IVVHigher Returns: split

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

MetricIVVNBCC
Expense Ratio0.03%Best0.55%
AUM$896.5B$7M
Dividend Yield1.10%0.69%
Holdings5084
Volatility (annualized)16.0%Best20.3%
Max Drawdown-19.9%Best-27.5%
$10,000 over 3.4 years$15,175Best$10,226
Fund FamilyiShares by BlackRock (US)Neuberger Berman
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Apr 6, 2022

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 426 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Oct 14, 2026 and NBCC through Aug 14, 2025.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 7, 2022 to Aug 14, 2025 (3.4 years).

Risk: Volatility and Drawdowns

NBCC has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 16.0% 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 -19.9% for IVV and -27.5% for NBCC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while NBCC charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.69% for NBCC.

You are not choosing between two funds in isolation.

Whichever of IVV and NBCC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVNBCC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or NBCC?

IVV has an expense ratio of 0.03% while NBCC charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

Which is riskier, IVV or NBCC?

NBCC has been the more volatile fund at 20.3% annualized versus 16.0% for IVV. Worst drawdown: IVV -19.9% vs NBCC -27.5%.

Should I hold both IVV and NBCC?

IVV and NBCC have a monthly-return correlation of 0.80, 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, IVV or NBCC?

IVV yields 1.10% while NBCC yields 0.69%, so IVV currently pays the higher dividend yield.

Is NBCC better than IVV?

IVV has a lower expense ratio. IVV led over the full window, NBCC over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.